Yorktown Management & Research Company’s National Health Investors NHI Stock Holding History

Yorktown Management & Research Company’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
2017 Q4	–	Sell	-2,700	Closed	-$209K	–	395
2017 Q3	$209K	Hold	2,700	–	–	0.05%	362
2017 Q2	$214K	Buy	+2,700	New	+$204K	0.07%	281
2017 Q1	–	Sell	-2,700	Closed	-$200K	–	360
2016 Q4	$200K	Hold	2,700	–	–	0.05%	354
2016 Q3	$212K	Buy	+2,700	New	+$212K	0.05%	248

Other funds holding NHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Yorktown Management & Research Company's NHI Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of National Health Investors (NHI) in Q4 2017, closing a stake of 2,700 shares — an estimated $209K sold.

Yorktown Management & Research Company first reported a position in NHI in Q3 2016 and held it in 4 quarters. The position peaked at $214K in Q2 2017. 214 funds tracked by Wall St. Rank hold NHI as of Q4 2017.

Yorktown Management & Research Company reported no remaining National Health Investors position as of Q4 2017 after selling out during the quarter.
Yorktown Management & Research Company sold 2,700 National Health Investors shares in Q4 2017, an estimated $209K.
Yorktown Management & Research Company first reported a position in National Health Investors in Q3 2016 and held it in 4 quarters.
Yorktown Management & Research Company's National Health Investors position peaked at $214K in Q2 2017.
214 funds tracked by Wall St. Rank held National Health Investors as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.