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Richardson Financial Services’s National Health Investors NHI Stock Holding History

Richardson Financial Services’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
2024
Q4 		– Sell
-113
Closed -$7.65K – 640
2024
Q3 		$7.65K Hold
113
– – ﹤0.01% 430
2024
Q2 		$7.65K Buy
+113
New +$7.25K 0.01% 415

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Richardson Financial Services's NHI Position: Q4 2024 in Review

Richardson Financial Services sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 113 shares — an estimated $7.65K sold.

Richardson Financial Services first reported a position in NHI in Q2 2024 and held it in 2 quarters. The position peaked at $7.65K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

  • Richardson Financial Services reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 113 National Health Investors shares in Q4 2024, an estimated $7.65K.
  • Richardson Financial Services first reported a position in National Health Investors in Q2 2024 and held it in 2 quarters.
  • Richardson Financial Services's National Health Investors position peaked at $7.65K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.