SFS
OHI icon

Sowell Financial Services’s Omega Healthcare OHI Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-309
Closed -$11K – 2019
2021
Q1 		$11K Buy
309
+2
+0.7% +$74 ﹤0.01% 2282
2020
Q4 		$11K Sell
307
-6
-2% -$203 ﹤0.01% 1970
2020
Q3 		$9K Buy
313
+10
+3% +$312 ﹤0.01% 1835
2020
Q2 		$9K Sell
303
-304
-50% -$9.01K ﹤0.01% 1733
2020
Q1 		$16K Buy
607
+140
+30% +$5.31K ﹤0.01% 1461
2019
Q4 		$20K Sell
467
-750
-62% -$31.7K ﹤0.01% 1439
2019
Q3 		$51K Buy
+1,217
New +$47.4K ﹤0.01% 993
2017
Q1 		– Sell
-500
Closed -$16K – 482
2016
Q4 		$16K Buy
+500
New +$15.4K 0.01% 442

Other funds holding OHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return