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

Zebra 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
2017
Q3 		– Sell
-4,868
Closed -$386K – 281
2017
Q2 		$386K Sell
4,868
-203
-4% -$15.4K 0.12% 226
2017
Q1 		$368K Buy
5,071
+530
+12% +$38.9K 0.11% 240
2016
Q4 		$337K Buy
+4,541
New +$333K 0.1% 243

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Zebra Capital Management's NHI Position: Q3 2017 in Review

Zebra Capital Management sold out of National Health Investors (NHI) in Q3 2017, closing a stake of 4,868 shares — an estimated $386K sold.

Zebra Capital Management first reported a position in NHI in Q4 2016 and held it in 3 quarters. The position peaked at $386K in Q2 2017. 206 funds tracked by Wall St. Rank hold NHI as of Q3 2017.

  • Zebra Capital Management reported no remaining National Health Investors position as of Q3 2017 after selling out during the quarter.
  • Zebra Capital Management sold 4,868 National Health Investors shares in Q3 2017, an estimated $386K.
  • Zebra Capital Management first reported a position in National Health Investors in Q4 2016 and held it in 3 quarters.
  • Zebra Capital Management's National Health Investors position peaked at $386K in Q2 2017.
  • 206 funds tracked by Wall St. Rank held National Health Investors as of Q3 2017.

Based on Zebra Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.