Pettee Investors’s National Health Investors NHI Stock Holding History

Pettee Investors’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	-13,000	Closed	-$872K	–	126
2021 Q2	$872K	Hold	13,000	–	–	0.41%	72
2021 Q1	$940K	Hold	13,000	–	–	0.45%	64
2020 Q4	$899K	Hold	13,000	–	–	0.48%	65
2020 Q3	$784K	Hold	13,000	–	–	0.45%	63
2020 Q2	$789K	Sell	13,000 -465	-3%	-$25.5K	0.49%	56
2020 Q1	$667K	Hold	13,465	–	–	0.48%	57
2019 Q4	$1.1M	Hold	13,465	–	–	0.63%	47
2019 Q3	$1.11M	Hold	13,465	–	–	0.7%	38
2019 Q2	$1.05M	Buy	13,465 +100	+0.7%	+$7.77K	0.67%	41
2019 Q1	$1.05M	Buy	+13,365	New	+$1.06M	0.66%	37

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 $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pettee Investors's NHI Position: Q3 2021 in Review

Pettee Investors sold out of National Health Investors (NHI) in Q3 2021, closing a stake of 13,000 shares — an estimated $872K sold.

Pettee Investors first reported a position in NHI in Q1 2019 and held it in 10 quarters. The position peaked at $1.11M in Q3 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

Pettee Investors reported no remaining National Health Investors position as of Q3 2021 after selling out during the quarter.
Pettee Investors sold 13,000 National Health Investors shares in Q3 2021, an estimated $872K.
Pettee Investors first reported a position in National Health Investors in Q1 2019 and held it in 10 quarters.
Pettee Investors's National Health Investors position peaked at $1.11M in Q3 2019.
239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Pettee Investors's 13F filing for Q3 2021, filed 2 Nov 2021.