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Hoover Financial Advisors’s Omega Healthcare OHI Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$22K Buy
+607
New +$22.5K ﹤0.01% 385
2020
Q3 		– Sell
-607
Closed -$18K – 383
2020
Q2 		$18K Buy
+607
New +$18K 0.01% 289

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Hoover Financial Advisors's OHI Position: Q2 2021 in Review

Hoover Financial Advisors opened a new position in Omega Healthcare (OHI) in Q2 2021: 607 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings. This is a return to the name: Hoover Financial Advisors previously reported a position in OHI as recently as Q2 2020.

Hoover Financial Advisors first reported a position in OHI in Q2 2020 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold OHI as of Q2 2021.

  • Hoover Financial Advisors held 607 shares of Omega Healthcare worth $22K as of Q2 2021.
  • Omega Healthcare was a new Hoover Financial Advisors position in Q2 2021.
  • Omega Healthcare made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #385 holding.
  • Hoover Financial Advisors first reported a position in Omega Healthcare in Q2 2020 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.