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

Tradition 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 Q1	–	Sell	-100	Closed	-$6K	–	902
2023 Q4	$6K	Hold	100	–	–	﹤0.01%	1115
2023 Q3	$5K	Hold	100	–	–	﹤0.01%	1187
2023 Q2	$5K	Hold	100	–	–	﹤0.01%	1215
2023 Q1	$5K	Hold	100	–	–	﹤0.01%	1152
2022 Q4	$5K	Sell	100 -250	-71%	-$13.7K	﹤0.01%	1051
2022 Q3	$20K	Hold	350	–	–	﹤0.01%	762
2022 Q2	$21K	Hold	350	–	–	﹤0.01%	638
2022 Q1	$21K	Hold	350	–	–	﹤0.01%	701
2021 Q4	$20K	Sell	350 -28	-7%	-$1.55K	﹤0.01%	729
2021 Q3	$20K	Buy	378 +28	+8%	+$1.75K	﹤0.01%	723
2021 Q2	$23K	Buy	+350	New	+$24.4K	﹤0.01%	728
2021 Q1	–	Sell	-100	Closed	-$7K	–	943
2020 Q4	$7K	Buy	+100	New	+$6.36K	﹤0.01%	806

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tradition Wealth Management's NHI Position: Q1 2024 in Review

Tradition Wealth Management sold out of National Health Investors (NHI) in Q1 2024, closing a stake of 100 shares — an estimated $6K sold.

Tradition Wealth Management first reported a position in NHI in Q4 2020 and held it in 12 quarters. The position peaked at $23K in Q2 2021. 221 funds tracked by Wall St. Rank hold NHI as of Q1 2024.

Tradition Wealth Management reported no remaining National Health Investors position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 100 National Health Investors shares in Q1 2024, an estimated $6K.
Tradition Wealth Management first reported a position in National Health Investors in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's National Health Investors position peaked at $23K in Q2 2021.
221 funds tracked by Wall St. Rank held National Health Investors as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.