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Orion Portfolio Solutions’s National Health Investors NHI Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-64
Closed -$5K – 2160
2019
Q4 		$5K Buy
+64
New +$5.24K ﹤0.01% 1265

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's NHI Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of National Health Investors (NHI) in Q1 2020, closing a stake of 64 shares — an estimated $5K sold.

Orion Portfolio Solutions first reported a position in NHI in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 245 funds tracked by Wall St. Rank hold NHI as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining National Health Investors position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 64 National Health Investors shares in Q1 2020, an estimated $5K.
  • Orion Portfolio Solutions first reported a position in National Health Investors in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's National Health Investors position peaked at $5K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held National Health Investors as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.