Kiley Juergens Wealth Management’s Omega Healthcare OHI Stock Holding History

Kiley Juergens 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
2018 Q4	–	Sell	-1,028	Closed	-$33K	–	450
2018 Q3	$33K	Buy	1,028 +328	+47%	+$10.4K	0.02%	291
2018 Q2	$21K	Buy	+700	New	+$20K	0.02%	321
2018 Q1	–	Sell	-700	Closed	-$19K	–	434
2017 Q4	$19K	Buy	+700	New	+$20.2K	0.02%	355

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Kiley Juergens Wealth Management's OHI Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Omega Healthcare (OHI) in Q4 2018, closing a stake of 1,028 shares — an estimated $33K sold.

Kiley Juergens Wealth Management first reported a position in OHI in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q3 2018. 459 funds tracked by Wall St. Rank hold OHI as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Omega Healthcare position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,028 Omega Healthcare shares in Q4 2018, an estimated $33K.
Kiley Juergens Wealth Management first reported a position in Omega Healthcare in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Omega Healthcare position peaked at $33K in Q3 2018.
459 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.