Optimum Investment Advisors’s National Healthcare NHC Stock Holding History

Optimum Investment Advisors’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
2020 Q4	–	Sell	-248	Closed	-$15K	–	923
2020 Q3	$15K	Hold	248	–	–	0.01%	642
2020 Q2	$16K	Hold	248	–	–	0.01%	640
2020 Q1	$18K	Hold	248	–	–	0.01%	597
2019 Q4	$21K	Hold	248	–	–	0.01%	665
2019 Q3	$20K	Hold	248	–	–	0.01%	682
2019 Q2	$20K	Hold	248	–	–	0.01%	675
2019 Q1	$19K	Hold	248	–	–	0.01%	699
2018 Q4	$19K	Hold	248	–	–	0.01%	658
2018 Q3	$19K	Hold	248	–	–	0.01%	745
2018 Q2	$17K	Hold	248	–	–	﹤0.01%	764
2018 Q1	$15K	Buy	+248	New	+$15.2K	﹤0.01%	760
2015 Q1	$13K	Hold	200	–	–	﹤0.01%	771
2014 Q4	$13K	Hold	200	–	–	﹤0.01%	810
2014 Q3	$12K	Hold	200	–	–	﹤0.01%	737
2014 Q2	$11K	Buy	+200	New	+$10.9K	﹤0.01%	760

Other funds holding NHC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Optimum Investment Advisors's NHC Position: Q4 2020 in Review

Optimum Investment Advisors sold out of National Healthcare (NHC) in Q4 2020, closing a stake of 248 shares — an estimated $15K sold.

Optimum Investment Advisors first reported a position in NHC in Q2 2014 and held it in 15 quarters. The position peaked at $21K in Q4 2019. 130 funds tracked by Wall St. Rank hold NHC as of Q4 2020.

Optimum Investment Advisors reported no remaining National Healthcare position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 248 National Healthcare shares in Q4 2020, an estimated $15K.
Optimum Investment Advisors first reported a position in National Healthcare in Q2 2014 and held it in 15 quarters.
Optimum Investment Advisors's National Healthcare position peaked at $21K in Q4 2019.
130 funds tracked by Wall St. Rank held National Healthcare as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.