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

Oppenheimer 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	-990	Closed	-$49K	–	1300
2020 Q1	$49K	Buy	990 +209	+27%	+$15.9K	﹤0.01%	1266
2019 Q4	$64K	Buy	781 +19	+2%	+$1.56K	﹤0.01%	1299
2019 Q3	$63K	Sell	762 -3	-0.4%	-$244	﹤0.01%	1303
2019 Q2	$60K	Buy	765 +71	+10%	+$5.52K	﹤0.01%	1343
2019 Q1	$55K	Buy	694 +1	+0.1%	+$79	﹤0.01%	1341
2018 Q4	$52K	Buy	+693	New	+$52.2K	﹤0.01%	1338
2017 Q4	–	Sell	-775	Closed	-$60K	–	1337
2017 Q3	$60K	Buy	775 +9	+1%	+$704	﹤0.01%	1323
2017 Q2	$61K	Buy	766 +8	+1%	+$605	﹤0.01%	1299
2017 Q1	$55K	Buy	+758	New	+$55.6K	﹤0.01%	1326

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

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

Oppenheimer Asset Management sold out of National Health Investors (NHI) in Q2 2020, closing a stake of 990 shares — an estimated $49K sold.

Oppenheimer Asset Management first reported a position in NHI in Q1 2017 and held it in 9 quarters. The position peaked at $64K in Q4 2019. 237 funds tracked by Wall St. Rank hold NHI as of Q2 2020.

Oppenheimer Asset Management reported no remaining National Health Investors position as of Q2 2020 after selling out during the quarter.
Oppenheimer Asset Management sold 990 National Health Investors shares in Q2 2020, an estimated $49K.
Oppenheimer Asset Management first reported a position in National Health Investors in Q1 2017 and held it in 9 quarters.
Oppenheimer Asset Management's National Health Investors position peaked at $64K in Q4 2019.
237 funds tracked by Wall St. Rank held National Health Investors as of Q2 2020.

Based on Oppenheimer Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.