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Moran Wealth Management’s Omega Healthcare OHI Stock Holding History

Moran 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
2023
Q2 		– Sell
-11,935
Closed -$327K – 408
2023
Q1 		$327K Sell
11,935
-49,274
-81% -$1.37M 0.01% 321
2022
Q4 		$1.71M Buy
+61,209
New +$1.85M 0.06% 220

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Moran Wealth Management's OHI Position: Q2 2023 in Review

Moran Wealth Management sold out of Omega Healthcare (OHI) in Q2 2023, closing a stake of 11,935 shares — an estimated $327K sold.

Moran Wealth Management first reported a position in OHI in Q4 2022 and held it in 2 quarters. The position peaked at $1.71M in Q4 2022. 510 funds tracked by Wall St. Rank hold OHI as of Q2 2023.

  • Moran Wealth Management reported no remaining Omega Healthcare position as of Q2 2023 after selling out during the quarter.
  • Moran Wealth Management sold 11,935 Omega Healthcare shares in Q2 2023, an estimated $327K.
  • Moran Wealth Management first reported a position in Omega Healthcare in Q4 2022 and held it in 2 quarters.
  • Moran Wealth Management's Omega Healthcare position peaked at $1.71M in Q4 2022.
  • 510 funds tracked by Wall St. Rank held Omega Healthcare as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.