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Old Point Trust & Financial Services N A’s National Health Investors NHI Stock Holding History

Old Point Trust & Financial Services N A’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
2024
Q2 		– Sell
-300
Closed -$18.8K – 456
2024
Q1 		$18.8K Buy
+300
New +$16.9K 0.01% 231

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Old Point Trust & Financial Services N A's NHI Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of National Health Investors (NHI) in Q2 2024, closing a stake of 300 shares — an estimated $18.8K sold.

Old Point Trust & Financial Services N A first reported a position in NHI in Q1 2024 and held it in 1 quarter. The position peaked at $18.8K in Q1 2024. 231 funds tracked by Wall St. Rank hold NHI as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining National Health Investors position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 300 National Health Investors shares in Q2 2024, an estimated $18.8K.
  • Old Point Trust & Financial Services N A first reported a position in National Health Investors in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's National Health Investors position peaked at $18.8K in Q1 2024.
  • 231 funds tracked by Wall St. Rank held National Health Investors as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.