Sugarloaf Wealth Management’s National Health Investors NHI Stock Holding History

Sugarloaf Wealth 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
2024 Q4	$3.05K	Hold	44	–	–	﹤0.01%	611
2024 Q3	$3.7K	Hold	44	–	–	﹤0.01%	590
2024 Q2	$2.98K	Hold	44	–	–	﹤0.01%	563
2024 Q1	$2.77K	Hold	44	–	–	﹤0.01%	575
2023 Q4	$2.46K	Hold	44	–	–	﹤0.01%	593
2023 Q3	$2.26K	Hold	44	–	–	﹤0.01%	595
2023 Q2	$2.31K	Hold	44	–	–	﹤0.01%	605
2023 Q1	$2.27K	Hold	44	–	–	﹤0.01%	607
2022 Q4	$2.3K	Hold	44	–	–	﹤0.01%	662
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	675
2022 Q2	$3K	Hold	44	–	–	﹤0.01%	664
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	617
2021 Q4	$3K	Hold	44	–	–	﹤0.01%	642
2021 Q3	$2K	Hold	44	–	–	﹤0.01%	687
2021 Q2	$3K	Hold	44	–	–	﹤0.01%	648
2021 Q1	$3	Hold	44	–	–	﹤0.01%	638
2020 Q4	$3K	Hold	44	–	–	﹤0.01%	604
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	581
2020 Q2	$2K	Hold	44	–	–	﹤0.01%	610
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	603
2019 Q4	$4K	Buy	+44	New	+$3.6K	﹤0.01%	573

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

Sugarloaf Wealth Management's NHI Position: Q4 2024 in Review

Sugarloaf Wealth Management held its National Health Investors (NHI) position steady in Q4 2024 at 44 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Sugarloaf Wealth Management first reported a position in NHI in Q4 2019 and has held it in 21 quarters since. The position peaked at $4K in Q4 2019. 277 funds tracked by Wall St. Rank hold NHI as of Q4 2024.

Sugarloaf Wealth Management held 44 shares of National Health Investors worth $3.05K as of Q4 2024.
Sugarloaf Wealth Management left its National Health Investors share count unchanged in Q4 2024.
National Health Investors made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #611 holding.
Sugarloaf Wealth Management first reported a position in National Health Investors in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's National Health Investors position peaked at $4K in Q4 2019.
277 funds tracked by Wall St. Rank held National Health Investors as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.