Janiczek Wealth Management’s Omega Healthcare OHI Stock Holding History

Janiczek 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
2024 Q2	$3.84K	Hold	112	–	–	﹤0.01%	771
2024 Q1	$3.55K	Hold	112	–	–	﹤0.01%	800
2023 Q4	$3.43K	Hold	112	–	–	﹤0.01%	793
2023 Q3	$3.71K	Hold	112	–	–	﹤0.01%	759
2023 Q2	$3.44K	Hold	112	–	–	﹤0.01%	704
2023 Q1	$3.09K	Buy	112 +33	+42%	+$918	﹤0.01%	728
2022 Q4	$2.21K	Hold	79	–	–	﹤0.01%	759
2022 Q3	$2K	Hold	79	–	–	﹤0.01%	774
2022 Q2	$2K	Buy	+79	New	+$2.25K	﹤0.01%	790
2021 Q4	–	Sell	-316	Closed	-$9K	–	1069
2021 Q3	$9K	Buy	316 +36	+13%	+$1.24K	﹤0.01%	588
2021 Q2	$10K	Sell	280 -59	-17%	-$2.19K	﹤0.01%	552
2021 Q1	$12K	Buy	339 +54	+19%	+$1.99K	﹤0.01%	495
2020 Q4	$10K	Buy	285 +189	+197%	+$6.4K	﹤0.01%	480
2020 Q3	$3K	Buy	+96	New	+$3K	﹤0.01%	454

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Janiczek Wealth Management's OHI Position: Q2 2024 in Review

Janiczek Wealth Management held its Omega Healthcare (OHI) position steady in Q2 2024 at 112 shares worth $3.84K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Janiczek Wealth Management first reported a position in OHI in Q3 2020 and has held it in 14 quarters since. The position peaked at $12K in Q1 2021. 565 funds tracked by Wall St. Rank hold OHI as of Q2 2024.

Janiczek Wealth Management held 112 shares of Omega Healthcare worth $3.84K as of Q2 2024.
Janiczek Wealth Management left its Omega Healthcare share count unchanged in Q2 2024.
Omega Healthcare made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #771 holding.
Janiczek Wealth Management first reported a position in Omega Healthcare in Q3 2020 and has held it in 14 quarters since.
Janiczek Wealth Management's Omega Healthcare position peaked at $12K in Q1 2021.
565 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.