Kula Investments’s Omega Healthcare OHI Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-25,598	Closed	-$715K	–	789
2022 Q4	$715K	Buy	+25,598	New	+$772K	0.21%	117

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

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

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

CIM

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

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

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

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

Kula Investments's OHI Position: Q1 2023 in Review

Kula Investments sold out of Omega Healthcare (OHI) in Q1 2023, closing a stake of 25,598 shares — an estimated $715K sold.

Kula Investments first reported a position in OHI in Q4 2022 and held it in 1 quarter. The position peaked at $715K in Q4 2022. 490 funds tracked by Wall St. Rank hold OHI as of Q1 2023.

Kula Investments reported no remaining Omega Healthcare position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 25,598 Omega Healthcare shares in Q1 2023, an estimated $715K.
Kula Investments first reported a position in Omega Healthcare in Q4 2022 and held it in 1 quarter.
Kula Investments's Omega Healthcare position peaked at $715K in Q4 2022.
490 funds tracked by Wall St. Rank held Omega Healthcare as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.