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Bedel Financial Consulting’s Omega Healthcare OHI Stock Holding History

Bedel Financial Consulting’s Portfolio OHI Stock Details OHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,451
Closed -$55K – 739
2019
Q1 		$55K Hold
1,451
– – 0.04% 258
2018
Q4 		$51K Buy
+1,451
New +$50.3K 0.04% 250

Other funds holding OHI

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bedel Financial Consulting's OHI Position: Q2 2019 in Review

Bedel Financial Consulting sold out of Omega Healthcare (OHI) in Q2 2019, closing a stake of 1,451 shares — an estimated $55K sold.

Bedel Financial Consulting first reported a position in OHI in Q4 2018 and held it in 2 quarters. The position peaked at $55K in Q1 2019. 466 funds tracked by Wall St. Rank hold OHI as of Q2 2019.

  • Bedel Financial Consulting reported no remaining Omega Healthcare position as of Q2 2019 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,451 Omega Healthcare shares in Q2 2019, an estimated $55K.
  • Bedel Financial Consulting first reported a position in Omega Healthcare in Q4 2018 and held it in 2 quarters.
  • Bedel Financial Consulting's Omega Healthcare position peaked at $55K in Q1 2019.
  • 466 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2019.

Based on Bedel Financial Consulting's 13F filing for Q2 2019, filed 1 Aug 2019.