Stifel Financial
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Stifel Financial’s National Healthcare NHC Stock Holding History

Stifel Financial’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
Q1 		– Sell
-12,462
Closed -$1.08M – 2994
2019
Q4 		$1.08M Sell
12,462
-2,600
-17% -$217K ﹤0.01% 1773
2019
Q3 		$1.23M Buy
+15,062
New +$1.25M ﹤0.01% 1621
2014
Q3 		– Sell
-4,078
Closed -$230K – 2292
2014
Q2 		$230K Buy
+4,078
New +$222K ﹤0.01% 1925

Other funds holding NHC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stifel Financial's NHC Position: Q1 2020 in Review

Stifel Financial sold out of National Healthcare (NHC) in Q1 2020, closing a stake of 12,462 shares — an estimated $1.08M sold.

Stifel Financial first reported a position in NHC in Q2 2014 and held it in 3 quarters. The position peaked at $1.23M in Q3 2019. 146 funds tracked by Wall St. Rank hold NHC as of Q1 2020.

  • Stifel Financial reported no remaining National Healthcare position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 12,462 National Healthcare shares in Q1 2020, an estimated $1.08M.
  • Stifel Financial first reported a position in National Healthcare in Q2 2014 and held it in 3 quarters.
  • Stifel Financial's National Healthcare position peaked at $1.23M in Q3 2019.
  • 146 funds tracked by Wall St. Rank held National Healthcare as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.