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Financial Gravity Companies’s Omega Healthcare OHI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$316K Buy
+8,209
New +$285K 0.29% 58
2018
Q1 		$38K Buy
1,433
+355
+33% +$9.47K 0.04% 402
2017
Q4 		$29K Buy
+1,078
New +$31.1K 0.03% 429

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Gravity Companies's OHI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Omega Healthcare (OHI) in Q4 2018: 8,209 shares worth $316K. The stake represents 0.29% of the portfolio and ranks #58 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OHI as recently as Q1 2018.

Financial Gravity Companies first reported a position in OHI in Q4 2017 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold OHI as of Q4 2018.

  • Financial Gravity Companies held 8,209 shares of Omega Healthcare worth $316K as of Q4 2018.
  • Omega Healthcare was a new Financial Gravity Companies position in Q4 2018.
  • Omega Healthcare made up 0.29% of Financial Gravity Companies's portfolio in Q4 2018, its #58 holding.
  • Financial Gravity Companies first reported a position in Omega Healthcare in Q4 2017 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.