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Doyle Wealth Management’s Omega Healthcare OHI Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-330
Closed -$12K – 574
2019
Q2 		$12K Buy
+330
New +$12K ﹤0.01% 597
2019
Q1 		– Sell
-530
Closed -$19K – 559
2018
Q4 		$19K Buy
+530
New +$18.4K ﹤0.01% 521

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Doyle Wealth Management's OHI Position: Q3 2019 in Review

Doyle Wealth Management sold out of Omega Healthcare (OHI) in Q3 2019, closing a stake of 330 shares — an estimated $12K sold.

Doyle Wealth Management first reported a position in OHI in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 478 funds tracked by Wall St. Rank hold OHI as of Q3 2019.

  • Doyle Wealth Management reported no remaining Omega Healthcare position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 330 Omega Healthcare shares in Q3 2019, an estimated $12K.
  • Doyle Wealth Management first reported a position in Omega Healthcare in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Omega Healthcare position peaked at $19K in Q4 2018.
  • 478 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.