Ritter Daniher Financial Advisory’s Omega Healthcare OHI Stock Holding History

Ritter Daniher Financial Advisory’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 Q4	–	Sell	-100	Closed	-$3.32K	–	362
2023 Q3	$3.32K	Hold	100	–	–	﹤0.01%	287
2023 Q2	$3.07K	Buy	+100	New	+$2.89K	﹤0.01%	272
2022 Q2	–	Sell	-1,126	Closed	-$35K	–	257
2022 Q1	$35K	Buy	+1,126	New	+$33.2K	0.02%	127
2021 Q4	–	Sell	-300	Closed	-$9K	–	247
2021 Q3	$9K	Hold	300	–	–	0.01%	165
2021 Q2	$11K	Hold	300	–	–	0.01%	152
2021 Q1	$11K	Hold	300	–	–	0.01%	141
2020 Q4	$11K	Buy	+300	New	+$10.2K	0.01%	136

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

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

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

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

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

Ritter Daniher Financial Advisory's OHI Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of Omega Healthcare (OHI) in Q4 2023, closing a stake of 100 shares — an estimated $3.32K sold.

Ritter Daniher Financial Advisory first reported a position in OHI in Q4 2020 and held it in 7 quarters. The position peaked at $35K in Q1 2022. 528 funds tracked by Wall St. Rank hold OHI as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining Omega Healthcare position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 100 Omega Healthcare shares in Q4 2023, an estimated $3.32K.
Ritter Daniher Financial Advisory first reported a position in Omega Healthcare in Q4 2020 and held it in 7 quarters.
Ritter Daniher Financial Advisory's Omega Healthcare position peaked at $35K in Q1 2022.
528 funds tracked by Wall St. Rank held Omega Healthcare as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.