TCOT
NHI icon

Trust Company of Toledo’s National Health Investors NHI Stock Holding History

Trust Company of Toledo’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
2020
Q4 		– Sell
-5,700
Closed -$344K – 184
2020
Q3 		$344K Buy
5,700
+700
+14% +$43.2K 0.08% 145
2020
Q2 		$304K Buy
+5,000
New +$275K 0.07% 150

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Trust Company of Toledo's NHI Position: Q4 2020 in Review

Trust Company of Toledo sold out of National Health Investors (NHI) in Q4 2020, closing a stake of 5,700 shares — an estimated $344K sold.

Trust Company of Toledo first reported a position in NHI in Q2 2020 and held it in 2 quarters. The position peaked at $344K in Q3 2020. 244 funds tracked by Wall St. Rank hold NHI as of Q4 2020.

  • Trust Company of Toledo reported no remaining National Health Investors position as of Q4 2020 after selling out during the quarter.
  • Trust Company of Toledo sold 5,700 National Health Investors shares in Q4 2020, an estimated $344K.
  • Trust Company of Toledo first reported a position in National Health Investors in Q2 2020 and held it in 2 quarters.
  • Trust Company of Toledo's National Health Investors position peaked at $344K in Q3 2020.
  • 244 funds tracked by Wall St. Rank held National Health Investors as of Q4 2020.

Based on Trust Company of Toledo's 13F filing for Q4 2020, filed 8 Jan 2021.