Wolverine Trading

Wolverine Trading’s National Healthcare NHC Stock Holding History

Wolverine Trading’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
2025 Q2	–	Sell	-3,900	Closed	-$360K	–	5297
2025 Q1	$360K	Sell	3,900 -400	-9%	-$38.8K	﹤0.01%	3326
2024 Q4	$462K	Buy	4,300 +1,400	+48%	+$170K	﹤0.01%	3477
2024 Q3	$360K	Buy	+2,900	New	+$365K	﹤0.01%	3409
2022 Q3	–	Sell	-4,900	Closed	-$343K	–	5083
2022 Q2	$343K	Buy	+4,900	New	+$343K	﹤0.01%	2919
2021 Q3	–	Sell	-4,300	Closed	-$301K	–	6715
2021 Q2	$301K	Buy	+4,300	New	+$313K	﹤0.01%	4412
2019 Q4	–	Sell	-5,900	Closed	-$482K	–	5014
2019 Q3	$482K	Buy	+5,900	New	+$488K	﹤0.01%	2668
2019 Q2	–	Sell	-13,300	Closed	-$1.01M	–	4903
2019 Q1	$1.01M	Buy	+13,300	New	+$1.06M	﹤0.01%	2056
2017 Q4	–	Sell	-10,100	Closed	-$632K	–	5292
2017 Q3	$632K	Buy	+10,100	New	+$651K	﹤0.01%	2357
2016 Q4	–	Sell	-13,400	Closed	-$865K	–	4905
2016 Q3	$865K	Buy	13,400 +9,800	+272%	+$636K	﹤0.01%	2018
2016 Q2	$227K	Buy	+3,600	New	+$229K	﹤0.01%	3133

Other funds holding NHC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return