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Sonora Investment Management’s National Health Investors NHI Stock Holding History

Sonora Investment Management’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 		$21K Hold
400
– – ﹤0.01% 619
2021
Q2 		$27K Sell
400
-100
-20% -$6.97K ﹤0.01% 516
2021
Q1 		$36K Buy
500
+400
+400% +$27.9K ﹤0.01% 707
2020
Q4 		$7K Hold
100
– – ﹤0.01% 1357
2020
Q3 		$6K Hold
100
– – ﹤0.01% 1394
2020
Q2 		$6K Hold
100
– – ﹤0.01% 1294
2020
Q1 		$5K Hold
100
– – ﹤0.01% 1272
2019
Q4 		$8K Hold
100
– – ﹤0.01% 1279
2019
Q3 		$8K Buy
+100
New +$8.14K ﹤0.01% 1284

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sonora Investment Management's NHI Position: Q3 2021 in Review

Sonora Investment Management held its National Health Investors (NHI) position steady in Q3 2021 at 400 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Sonora Investment Management first reported a position in NHI in Q3 2019 and has held it in 9 quarters since. The position peaked at $36K in Q1 2021. 239 funds tracked by Wall St. Rank hold NHI as of Q3 2021.

  • Sonora Investment Management held 400 shares of National Health Investors worth $21K as of Q3 2021.
  • Sonora Investment Management left its National Health Investors share count unchanged in Q3 2021.
  • National Health Investors made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #619 holding.
  • Sonora Investment Management first reported a position in National Health Investors in Q3 2019 and has held it in 9 quarters since.
  • Sonora Investment Management's National Health Investors position peaked at $36K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held National Health Investors as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.