BFIM
OHI icon

Beese Fulmer Investment Management’s Omega Healthcare OHI Stock Holding History

Beese Fulmer Investment Management’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
2020
Q3 		– Sell
-1,642
Closed -$49K – 429
2020
Q2 		$49K Buy
+1,642
New +$48.6K 0.01% 324

Other funds holding OHI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beese Fulmer Investment Management's OHI Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Omega Healthcare (OHI) in Q3 2020, closing a stake of 1,642 shares — an estimated $49K sold.

Beese Fulmer Investment Management first reported a position in OHI in Q2 2020 and held it in 1 quarter. The position peaked at $49K in Q2 2020. 470 funds tracked by Wall St. Rank hold OHI as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Omega Healthcare position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 1,642 Omega Healthcare shares in Q3 2020, an estimated $49K.
  • Beese Fulmer Investment Management first reported a position in Omega Healthcare in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Omega Healthcare position peaked at $49K in Q2 2020.
  • 470 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.