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Winton Group’s National Healthcare NHC Stock Holding History

Winton Group’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
Q3 		– Sell
-9,719
Closed -$1.05M – 727
2024
Q2 		$1.05M Buy
9,719
+107
+1% +$10.4K 0.07% 219
2024
Q1 		$908K Buy
9,612
+5,066
+111% +$480K 0.06% 319
2023
Q4 		$420K Sell
4,546
-49
-1% -$3.75K 0.03% 406
2023
Q3 		$294K Buy
4,595
+1,232
+37% +$78.9K 0.02% 557
2023
Q2 		$208K Buy
+3,363
New +$199K 0.02% 657
2022
Q1 		– Sell
-3,122
Closed -$212K – 1095
2021
Q4 		$212K Sell
3,122
-13,488
-81% -$933K 0.01% 931
2021
Q3 		$1.16M Sell
16,610
-386
-2% -$28.1K 0.07% 429
2021
Q2 		$1.19M Buy
16,996
+276
+2% +$20.1K 0.06% 432
2021
Q1 		$1.3M Sell
16,720
-1,382
-8% -$97.8K 0.07% 324
2020
Q4 		$1.2M Sell
18,102
-21,412
-54% -$1.41M 0.09% 314
2020
Q3 		$2.46M Sell
39,514
-26,873
-40% -$1.68M 0.08% 428
2020
Q2 		$4.21M Buy
66,387
+32,243
+94% +$2.16M 0.11% 286
2020
Q1 		$2.45M Buy
34,144
+9,463
+38% +$749K 0.06% 503
2019
Q4 		$2.13M Sell
24,681
-46,066
-65% -$3.85M 0.03% 773
2019
Q3 		$5.79M Buy
70,747
+58,091
+459% +$4.81M 0.07% 318
2019
Q2 		$1.03M Buy
+12,656
New +$977K 0.02% 407

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
MSIIA
Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winton Group's NHC Position: Q3 2024 in Review

Winton Group sold out of National Healthcare (NHC) in Q3 2024, closing a stake of 9,719 shares — an estimated $1.05M sold.

Winton Group first reported a position in NHC in Q2 2019 and held it in 16 quarters. The position peaked at $5.79M in Q3 2019. 194 funds tracked by Wall St. Rank hold NHC as of Q3 2024.

  • Winton Group reported no remaining National Healthcare position as of Q3 2024 after selling out during the quarter.
  • Winton Group sold 9,719 National Healthcare shares in Q3 2024, an estimated $1.05M.
  • Winton Group first reported a position in National Healthcare in Q2 2019 and held it in 16 quarters.
  • Winton Group's National Healthcare position peaked at $5.79M in Q3 2019.
  • 194 funds tracked by Wall St. Rank held National Healthcare as of Q3 2024.

Based on Winton Group's 13F filing for Q3 2024, filed 12 Nov 2024.