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Stonebridge Capital Advisors’s National Health Investors NHI Stock Holding History

Stonebridge Capital Advisors’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
2022
Q2 		– Sell
-200
Closed -$11.4K – 1018
2022
Q1 		$12K Sell
200
-1,132
-85% -$64.4K ﹤0.01% 641
2021
Q4 		$77K Buy
+1,332
New +$73.7K 0.01% 303

Other funds holding NHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lasalle Investment Management Securities
Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Stonebridge Capital Advisors's NHI Position: Q2 2022 in Review

Stonebridge Capital Advisors sold out of National Health Investors (NHI) in Q2 2022, closing a stake of 200 shares — an estimated $11.4K sold.

Stonebridge Capital Advisors first reported a position in NHI in Q4 2021 and held it in 2 quarters. The position peaked at $77K in Q4 2021. 235 funds tracked by Wall St. Rank hold NHI as of Q2 2022.

  • Stonebridge Capital Advisors reported no remaining National Health Investors position as of Q2 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 200 National Health Investors shares in Q2 2022, an estimated $11.4K.
  • Stonebridge Capital Advisors first reported a position in National Health Investors in Q4 2021 and held it in 2 quarters.
  • Stonebridge Capital Advisors's National Health Investors position peaked at $77K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held National Health Investors as of Q2 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.