Optimum Investment Advisors’s National Health Investors NHI Stock Holding History

Optimum Investment Advisors’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
2021 Q3	–	Sell	-194	Closed	-$13K	–	896
2021 Q2	$13K	Hold	194	–	–	﹤0.01%	720
2021 Q1	$14K	Hold	194	–	–	﹤0.01%	725
2020 Q4	$13K	Sell	194 -200	-51%	-$12.7K	﹤0.01%	689
2020 Q3	$24K	Hold	394	–	–	0.01%	577
2020 Q2	$24K	Hold	394	–	–	0.01%	575
2020 Q1	$20K	Hold	394	–	–	0.01%	573
2019 Q4	$32K	Hold	394	–	–	0.01%	597
2019 Q3	$32K	Sell	394 -100	-20%	-$8.14K	0.01%	601
2019 Q2	$39K	Hold	494	–	–	0.01%	552
2019 Q1	$39K	Hold	494	–	–	0.01%	556
2018 Q4	$37K	Hold	494	–	–	0.01%	517
2018 Q3	$37K	Buy	494 +100	+25%	+$7.64K	0.01%	601
2018 Q2	$29K	Hold	394	–	–	0.01%	657
2018 Q1	$27K	Buy	+394	New	+$26.9K	0.01%	651
2015 Q1	$14K	Hold	200	–	–	﹤0.01%	756
2014 Q4	$14K	Hold	200	–	–	﹤0.01%	795
2014 Q3	$13K	Hold	200	–	–	﹤0.01%	724
2014 Q2	$13K	Buy	+200	New	+$12.3K	﹤0.01%	735

Other funds holding NHI

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Optimum Investment Advisors's NHI Position: Q3 2021 in Review

Optimum Investment Advisors sold out of National Health Investors (NHI) in Q3 2021, closing a stake of 194 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in NHI in Q2 2014 and held it in 18 quarters. The position peaked at $39K in Q2 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

Optimum Investment Advisors reported no remaining National Health Investors position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 194 National Health Investors shares in Q3 2021, an estimated $13K.
Optimum Investment Advisors first reported a position in National Health Investors in Q2 2014 and held it in 18 quarters.
Optimum Investment Advisors's National Health Investors position peaked at $39K in Q2 2019.
239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.