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Wipfli Financial Advisors’s Omega Healthcare OHI Stock Holding History

Wipfli Financial 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
2022
Q3 		$148K Buy
+5,018
New +$157K 0.01% 559

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's OHI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Omega Healthcare (OHI) in Q3 2022: 5,018 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings.

494 funds tracked by Wall St. Rank hold OHI as of Q3 2022.

  • Wipfli Financial Advisors held 5,018 shares of Omega Healthcare worth $148K as of Q3 2022.
  • Omega Healthcare was a new Wipfli Financial Advisors position in Q3 2022.
  • Omega Healthcare made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #559 holding.
  • 494 funds tracked by Wall St. Rank held Omega Healthcare as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.