SFM
NHI icon

Systematic Financial Management’s National Health Investors NHI Stock Holding History

Systematic Financial 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
2017
Q2 		– Sell
-22,035
Closed -$1.6M – 672
2017
Q1 		$1.6M Sell
22,035
-110
-0.5% -$8.06K 0.03% 495
2016
Q4 		$1.64M Buy
22,145
+75
+0.3% +$5.51K 0.03% 509
2016
Q3 		$1.73M Sell
22,070
-3,770
-15% -$297K 0.02% 427
2016
Q2 		$1.94M Buy
+25,840
New +$1.79M 0.03% 328

Other funds holding NHI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Systematic Financial Management's NHI Position: Q2 2017 in Review

Systematic Financial Management sold out of National Health Investors (NHI) in Q2 2017, closing a stake of 22,035 shares — an estimated $1.6M sold.

Systematic Financial Management first reported a position in NHI in Q2 2016 and held it in 4 quarters. The position peaked at $1.94M in Q2 2016. 193 funds tracked by Wall St. Rank hold NHI as of Q2 2017.

  • Systematic Financial Management reported no remaining National Health Investors position as of Q2 2017 after selling out during the quarter.
  • Systematic Financial Management sold 22,035 National Health Investors shares in Q2 2017, an estimated $1.6M.
  • Systematic Financial Management first reported a position in National Health Investors in Q2 2016 and held it in 4 quarters.
  • Systematic Financial Management's National Health Investors position peaked at $1.94M in Q2 2016.
  • 193 funds tracked by Wall St. Rank held National Health Investors as of Q2 2017.

Based on Systematic Financial Management's 13F filing for Q2 2017, filed 10 Aug 2017.