Oberweis Asset Management’s National Health Investors NHI Stock Holding History

Oberweis Asset Management’s Portfolio NHI Stock Details NHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,940	Closed	-$344K	–	155
2020 Q1	$344K	Sell	6,940 -1,000	-13%	-$75.9K	0.19%	123
2019 Q4	$647K	Buy	7,940 +300	+4%	+$24.6K	0.22%	118
2019 Q3	$629K	Hold	7,640	–	–	0.14%	127
2019 Q2	$596K	Buy	7,640 +300	+4%	+$23.3K	0.11%	127
2019 Q1	$577K	Buy	7,340 +1,900	+35%	+$151K	0.12%	130
2018 Q4	$411K	Buy	5,440 +700	+15%	+$52.7K	0.09%	152
2018 Q3	$358K	Sell	4,740 -300	-6%	-$22.9K	0.07%	174
2018 Q2	$371K	Buy	5,040 +90	+2%	+$6.36K	0.09%	181
2018 Q1	$333K	Buy	4,950 +1,400	+39%	+$95.7K	0.09%	194
2017 Q4	$268K	Buy	+3,550	New	+$276K	0.06%	214

Other funds holding NHI

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oberweis Asset Management's NHI Position: Q2 2020 in Review

Oberweis Asset Management sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 6,940 shares — an estimated $344K sold.

Oberweis Asset Management first reported a position in NHI in Q4 2017 and held it in 10 quarters. The position peaked at $647K in Q4 2019. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

Oberweis Asset Management reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
Oberweis Asset Management sold 6,940 National Health Investors shares in Q2 2020, an estimated $344K.
Oberweis Asset Management first reported a position in National Health Investors in Q4 2017 and held it in 10 quarters.
Oberweis Asset Management's National Health Investors position peaked at $647K in Q4 2019.
237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Oberweis Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.