MWA
OHI icon

Moser Wealth Advisors’s Omega Healthcare OHI Stock Holding History

Moser 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
Q4 		– Sell
-1,155
Closed -$35K – 125
2020
Q3 		$35K Hold
1,155
– – 0.03% 90
2020
Q2 		$34K Hold
1,155
– – 0.03% 85
2020
Q1 		$31K Hold
1,155
– – 0.04% 82
2019
Q4 		$49K Buy
+1,155
New +$48.9K 0.05% 87

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Moser Wealth Advisors's OHI Position: Q4 2020 in Review

Moser Wealth Advisors sold out of Omega Healthcare (OHI) in Q4 2020, closing a stake of 1,155 shares — an estimated $35K sold.

Moser Wealth Advisors first reported a position in OHI in Q4 2019 and held it in 4 quarters. The position peaked at $49K in Q4 2019. 502 funds tracked by Wall St. Rank hold OHI as of Q4 2020.

  • Moser Wealth Advisors reported no remaining Omega Healthcare position as of Q4 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 1,155 Omega Healthcare shares in Q4 2020, an estimated $35K.
  • Moser Wealth Advisors first reported a position in Omega Healthcare in Q4 2019 and held it in 4 quarters.
  • Moser Wealth Advisors's Omega Healthcare position peaked at $49K in Q4 2019.
  • 502 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2020.

Based on Moser Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.