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Sargent Bickham Lagudis’s National Health Investors NHI Stock Holding History

Sargent Bickham Lagudis’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
Q3 		– Sell
-346
Closed -$21K – 820
2020
Q2 		$21K Buy
346
+8
+2% +$440 ﹤0.01% 479
2020
Q1 		$17K Buy
+338
New +$25.7K ﹤0.01% 493

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sargent Bickham Lagudis's NHI Position: Q3 2020 in Review

Sargent Bickham Lagudis sold out of National Health Investors (NHI) in Q3 2020, closing a stake of 346 shares — an estimated $21K sold.

Sargent Bickham Lagudis first reported a position in NHI in Q1 2020 and held it in 2 quarters. The position peaked at $21K in Q2 2020. 229 funds tracked by Wall St. Rank hold NHI as of Q3 2020.

  • Sargent Bickham Lagudis reported no remaining National Health Investors position as of Q3 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 346 National Health Investors shares in Q3 2020, an estimated $21K.
  • Sargent Bickham Lagudis first reported a position in National Health Investors in Q1 2020 and held it in 2 quarters.
  • Sargent Bickham Lagudis's National Health Investors position peaked at $21K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held National Health Investors as of Q3 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2020, filed 1 Sep 2021.