SFS
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Sowell Financial Services’s National Healthcare NHC Stock Holding History

Sowell Financial Services’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
2020
Q4 		– Sell
-49
Closed -$3K – 2804
2020
Q3 		$3K Hold
49
– – ﹤0.01% 2144
2020
Q2 		$3K Hold
49
– – ﹤0.01% 2062
2020
Q1 		$4K Hold
49
– – ﹤0.01% 1915
2019
Q4 		$4K Hold
49
– – ﹤0.01% 1993
2019
Q3 		$4K Buy
+49
New +$4.06K ﹤0.01% 1857

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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sowell Financial Services's NHC Position: Q4 2020 in Review

Sowell Financial Services sold out of National Healthcare (NHC) in Q4 2020, closing a stake of 49 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in NHC in Q3 2019 and held it in 5 quarters. The position peaked at $4K in Q1 2020. 131 funds tracked by Wall St. Rank hold NHC as of Q4 2020.

  • Sowell Financial Services reported no remaining National Healthcare position as of Q4 2020 after selling out during the quarter.
  • Sowell Financial Services sold 49 National Healthcare shares in Q4 2020, an estimated $3K.
  • Sowell Financial Services first reported a position in National Healthcare in Q3 2019 and held it in 5 quarters.
  • Sowell Financial Services's National Healthcare position peaked at $4K in Q1 2020.
  • 131 funds tracked by Wall St. Rank held National Healthcare as of Q4 2020.

Based on Sowell Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.