PFO
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Pathstone Family Office’s National Healthcare NHC Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-5
Closed – – 1107
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1273
2020
Q3 		$0 Sell
5
-5
-50% -$313 ﹤0.01% 928
2020
Q2 		$0 Buy
+10
New +$670 ﹤0.01% 890

Other funds holding NHC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pathstone Family Office's NHC Position: Q1 2021 in Review

Pathstone Family Office sold out of National Healthcare (NHC) in Q1 2021, closing a stake of 5 shares.

Pathstone Family Office first reported a position in NHC in Q2 2020 and held it in 3 quarters. The position peaked at $0 in Q4 2020. 130 funds tracked by Wall St. Rank hold NHC as of Q1 2021.

  • Pathstone Family Office reported no remaining National Healthcare position as of Q1 2021 after selling out during the quarter.
  • Pathstone Family Office sold 5 National Healthcare shares in Q1 2021.
  • Pathstone Family Office first reported a position in National Healthcare in Q2 2020 and held it in 3 quarters.
  • Pathstone Family Office's National Healthcare position peaked at $0 in Q4 2020.
  • 130 funds tracked by Wall St. Rank held National Healthcare as of Q1 2021.

Based on Pathstone Family Office's 13F filing for Q1 2021, filed 14 May 2021.