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

Sowell 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
2021 Q2	–	Sell	-30	Closed	-$2K	–	1948
2021 Q1	$2K	Buy	+30	New	+$2.09K	﹤0.01%	2835
2020 Q3	–	Sell	-76	Closed	-$5K	–	2657
2020 Q2	$5K	Sell	76 -3	-4%	-$165	﹤0.01%	1903
2020 Q1	$4K	Sell	79 -33	-29%	-$2.5K	﹤0.01%	1914
2019 Q4	$9K	Sell	112 -3	-3%	-$246	﹤0.01%	1721
2019 Q3	$9K	Buy	+115	New	+$9.36K	﹤0.01%	1569

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

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

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Sowell Financial Services's NHI Position: Q2 2021 in Review

Sowell Financial Services sold out of National Health Investors (NHI) in Q2 2021, closing a stake of 30 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in NHI in Q3 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 239 funds tracked by Wall St. Rank hold NHI as of Q2 2021.

Sowell Financial Services reported no remaining National Health Investors position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 30 National Health Investors shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in National Health Investors in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's National Health Investors position peaked at $9K in Q4 2019.
239 funds tracked by Wall St. Rank held National Health Investors as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.