New York Life Investment Management’s National Healthcare NHC Stock Holding History

New York Life Investment Management’s Portfolio NHC Stock Details NHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,894	Closed	-$368K	–	1162
2024 Q1	$368K	Sell	3,894 -2,053	-35%	-$194K	﹤0.01%	1028
2023 Q4	$550K	Sell	5,947 -184	-3%	-$14.1K	0.01%	799
2023 Q3	$392K	Sell	6,131 -966	-14%	-$61.9K	﹤0.01%	896
2023 Q2	$439K	Sell	7,097 -1,120	-14%	-$66.4K	﹤0.01%	851
2023 Q1	$477K	Buy	8,217 +161	+2%	+$9.25K	0.01%	966
2022 Q4	$479K	Buy	8,056 +889	+12%	+$53.9K	0.01%	957
2022 Q3	$454K	Buy	7,167 +527	+8%	+$36.6K	0.01%	822
2022 Q2	$464K	Buy	+6,640	New	+$465K	0.01%	766

Other funds holding NHC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York Life Investment Management's NHC Position: Q2 2024 in Review

New York Life Investment Management sold out of National Healthcare (NHC) in Q2 2024, closing a stake of 3,894 shares — an estimated $368K sold.

New York Life Investment Management first reported a position in NHC in Q2 2022 and held it in 8 quarters. The position peaked at $550K in Q4 2023. 175 funds tracked by Wall St. Rank hold NHC as of Q2 2024.

New York Life Investment Management reported no remaining National Healthcare position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 3,894 National Healthcare shares in Q2 2024, an estimated $368K.
New York Life Investment Management first reported a position in National Healthcare in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's National Healthcare position peaked at $550K in Q4 2023.
175 funds tracked by Wall St. Rank held National Healthcare as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.