EWM
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Evercore Wealth Management’s Omega Healthcare OHI Stock Holding History

Evercore 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
2017
Q2 		– Sell
-42
Closed -$1K – 1020
2017
Q1 		$1K Hold
42
– – ﹤0.01% 968
2016
Q4 		$1K Sell
42
-72
-63% -$2.22K ﹤0.01% 984
2016
Q3 		$4K Sell
114
-2,891
-96% -$103K ﹤0.01% 960
2016
Q2 		$102K Buy
3,005
+651
+28% +$21.7K ﹤0.01% 456
2016
Q1 		$83K Buy
2,354
+1,776
+307% +$58.2K ﹤0.01% 486
2015
Q4 		$20K Buy
578
+45
+8% +$1.55K ﹤0.01% 769
2015
Q3 		$19K Hold
533
– – ﹤0.01% 752
2015
Q2 		$18K Buy
+533
New +$19.6K ﹤0.01% 812
2013
Q4 		– Sell
-92
Closed -$2K – 951
2013
Q3 		$2K Buy
+92
New +$2.8K ﹤0.01% 961

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return