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Weld Capital Management’s National Health Investors NHI Stock Holding History

Weld Capital 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
2019
Q3 		– Sell
-5,286
Closed -$412K – 927
2019
Q2 		$412K Buy
+5,286
New +$411K 0.08% 449
2019
Q1 		– Sell
-6,051
Closed -$457K – 802
2018
Q4 		$457K Buy
+6,051
New +$456K 0.1% 375

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LIMS
Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Weld Capital Management's NHI Position: Q3 2019 in Review

Weld Capital Management sold out of National Health Investors (NHI) in Q3 2019, closing a stake of 5,286 shares — an estimated $412K sold.

Weld Capital Management first reported a position in NHI in Q4 2018 and held it in 2 quarters. The position peaked at $457K in Q4 2018. 242 funds tracked by Wall St. Rank hold NHI as of Q3 2019.

  • Weld Capital Management reported no remaining National Health Investors position as of Q3 2019 after selling out during the quarter.
  • Weld Capital Management sold 5,286 National Health Investors shares in Q3 2019, an estimated $412K.
  • Weld Capital Management first reported a position in National Health Investors in Q4 2018 and held it in 2 quarters.
  • Weld Capital Management's National Health Investors position peaked at $457K in Q4 2018.
  • 242 funds tracked by Wall St. Rank held National Health Investors as of Q3 2019.

Based on Weld Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.