Lowe Wealth Advisors’s Omega Healthcare OHI Stock Holding History

Lowe Wealth 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
2020 Q2	–	Sell	-384	Closed	-$10K	–	296
2020 Q1	$10K	Hold	384	–	–	0.01%	144
2019 Q4	$16K	Hold	384	–	–	0.01%	129
2019 Q3	$16K	Hold	384	–	–	0.01%	123
2019 Q2	$14K	Hold	384	–	–	0.01%	138
2019 Q1	$14K	Hold	384	–	–	0.01%	126
2018 Q4	$13K	Hold	384	–	–	0.01%	122
2018 Q3	$13K	Sell	384 -55	-13%	-$1.75K	0.01%	134
2018 Q2	$14K	Hold	439	–	–	0.01%	125
2018 Q1	$12K	Hold	439	–	–	0.01%	136
2017 Q4	$12K	Hold	439	–	–	0.01%	146
2017 Q3	$14K	Hold	439	–	–	0.01%	135
2017 Q2	$14K	Hold	439	–	–	0.01%	117
2017 Q1	$14K	Hold	439	–	–	0.01%	118
2016 Q4	$14K	Sell	439 -21	-5%	-$648	0.01%	117
2016 Q3	$16K	Hold	460	–	–	0.01%	115
2016 Q2	$16K	Buy	460 +21	+5%	+$701	0.01%	112
2016 Q1	$15K	Buy	439 +55	+14%	+$1.8K	0.01%	110
2015 Q4	$13K	Hold	384	–	–	0.01%	118
2015 Q3	$13K	Hold	384	–	–	0.01%	113
2015 Q2	$13K	Buy	+384	New	+$14.1K	0.01%	124

Other funds holding OHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lowe Wealth Advisors's OHI Position: Q2 2020 in Review

Lowe Wealth Advisors sold out of Omega Healthcare (OHI) in Q2 2020, closing a stake of 384 shares — an estimated $10K sold.

Lowe Wealth Advisors first reported a position in OHI in Q2 2015 and held it in 20 quarters. The position peaked at $16K in Q4 2019. 483 funds tracked by Wall St. Rank hold OHI as of Q2 2020.

Lowe Wealth Advisors reported no remaining Omega Healthcare position as of Q2 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 384 Omega Healthcare shares in Q2 2020, an estimated $10K.
Lowe Wealth Advisors first reported a position in Omega Healthcare in Q2 2015 and held it in 20 quarters.
Lowe Wealth Advisors's Omega Healthcare position peaked at $16K in Q4 2019.
483 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2020.

Based on Lowe Wealth Advisors's 13F filing for Q2 2020, filed 8 Jul 2020.