Stevens Capital Management’s National Health Investors NHI Stock Holding History

Stevens Capital 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
2019 Q2	–	Sell	-3,366	Closed	-$264K	–	781
2019 Q1	$264K	Buy	+3,366	New	+$268K	0.01%	587
2018 Q1	–	Sell	-6,326	Closed	-$477K	–	907
2017 Q4	$477K	Buy	6,326 +2,298	+57%	+$178K	0.02%	560
2017 Q3	$311K	Buy	+4,028	New	+$315K	0.01%	660
2017 Q2	–	Sell	-4,354	Closed	-$316K	–	993
2017 Q1	$316K	Buy	+4,354	New	+$319K	0.01%	688

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Stevens Capital Management's NHI Position: Q2 2019 in Review

Stevens Capital Management sold out of National Health Investors (NHI) in Q2 2019, closing a stake of 3,366 shares — an estimated $264K sold.

Stevens Capital Management first reported a position in NHI in Q1 2017 and held it in 4 quarters. The position peaked at $477K in Q4 2017. 236 funds tracked by Wall St. Rank hold NHI as of Q2 2019.

Stevens Capital Management reported no remaining National Health Investors position as of Q2 2019 after selling out during the quarter.
Stevens Capital Management sold 3,366 National Health Investors shares in Q2 2019, an estimated $264K.
Stevens Capital Management first reported a position in National Health Investors in Q1 2017 and held it in 4 quarters.
Stevens Capital Management's National Health Investors position peaked at $477K in Q4 2017.
236 funds tracked by Wall St. Rank held National Health Investors as of Q2 2019.

Based on Stevens Capital Management's 13F filing for Q2 2019, filed 31 Jul 2019.