Howard Wealth Management’s Omega Healthcare OHI Stock Holding History

Howard 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
2020 Q1	–	Sell	-1,850	Closed	-$78K	–	369
2019 Q4	$78K	Buy	+1,850	New	+$78.3K	0.07%	158

Other funds holding OHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Howard Wealth Management's OHI Position: Q1 2020 in Review

Howard Wealth Management sold out of Omega Healthcare (OHI) in Q1 2020, closing a stake of 1,850 shares — an estimated $78K sold.

Howard Wealth Management first reported a position in OHI in Q4 2019 and held it in 1 quarter. The position peaked at $78K in Q4 2019. 470 funds tracked by Wall St. Rank hold OHI as of Q1 2020.

Howard Wealth Management reported no remaining Omega Healthcare position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 1,850 Omega Healthcare shares in Q1 2020, an estimated $78K.
Howard Wealth Management first reported a position in Omega Healthcare in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Omega Healthcare position peaked at $78K in Q4 2019.
470 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.