Stock Yards Bank & Trust’s National Health Investors NHI Stock Holding History

Stock Yards Bank & Trust’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
2024 Q4	–	Sell	-2,500	Closed	-$210K	–	372
2024 Q3	$210K	Buy	+2,500	New	+$193K	0.01%	364
2021 Q2	–	Sell	-2,900	Closed	-$210K	–	254
2021 Q1	$210K	Buy	+2,900	New	+$202K	0.01%	236
2020 Q1	–	Sell	-2,500	Closed	-$204K	–	230
2019 Q4	$204K	Hold	2,500	–	–	0.02%	229
2019 Q3	$206K	Buy	+2,500	New	+$203K	0.02%	222

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Stock Yards Bank & Trust's NHI Position: Q4 2024 in Review

Stock Yards Bank & Trust sold out of National Health Investors (NHI) in Q4 2024, closing a stake of 2,500 shares — an estimated $210K sold.

Stock Yards Bank & Trust first reported a position in NHI in Q3 2019 and held it in 4 quarters. The position peaked at $210K in Q3 2024. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

Stock Yards Bank & Trust reported no remaining National Health Investors position as of Q4 2024 after selling out during the quarter.
Stock Yards Bank & Trust sold 2,500 National Health Investors shares in Q4 2024, an estimated $210K.
Stock Yards Bank & Trust first reported a position in National Health Investors in Q3 2019 and held it in 4 quarters.
Stock Yards Bank & Trust's National Health Investors position peaked at $210K in Q3 2024.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Stock Yards Bank & Trust's 13F filing for Q4 2024, filed 24 Jan 2025.