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VELA Investment Management’s National Healthcare NHC Stock Holding History

VELA Investment Management’s Portfolio NHC Stock Details NHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,617
Closed -$1.1M – 170
2024
Q1 		$1.1M Sell
11,617
-455
-4% -$43.1K 0.37% 91
2023
Q4 		$1.12M Sell
12,072
-25,948
-68% -$1.99M 0.43% 84
2023
Q3 		$2.43M Buy
38,020
+4,192
+12% +$269K 1.07% 25
2023
Q2 		$2.09M Hold
33,828
– – 0.97% 34
2023
Q1 		$1.96M Buy
33,828
+5,560
+20% +$320K 0.89% 34
2022
Q4 		$1.68M Buy
28,268
+4,050
+17% +$246K 0.83% 37
2022
Q3 		$1.53M Buy
24,218
+1,138
+5% +$79.1K 0.87% 34
2022
Q2 		$1.61M Buy
23,080
+4,058
+21% +$284K 0.92% 36
2022
Q1 		$1.34M Buy
19,022
+84
+0.4% +$5.65K 0.84% 39
2021
Q4 		$1.29M Buy
+18,938
New +$1.31M 0.87% 40

Other funds holding NHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VELA Investment Management's NHC Position: Q2 2024 in Review

VELA Investment Management sold out of National Healthcare (NHC) in Q2 2024, closing a stake of 11,617 shares — an estimated $1.1M sold.

VELA Investment Management first reported a position in NHC in Q4 2021 and held it in 10 quarters. The position peaked at $2.43M in Q3 2023. 175 funds tracked by Wall St. Rank hold NHC as of Q2 2024.

  • VELA Investment Management reported no remaining National Healthcare position as of Q2 2024 after selling out during the quarter.
  • VELA Investment Management sold 11,617 National Healthcare shares in Q2 2024, an estimated $1.1M.
  • VELA Investment Management first reported a position in National Healthcare in Q4 2021 and held it in 10 quarters.
  • VELA Investment Management's National Healthcare position peaked at $2.43M in Q3 2023.
  • 175 funds tracked by Wall St. Rank held National Healthcare as of Q2 2024.

Based on VELA Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.