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Baker Ellis Asset Management’s VanEck Oil Services ETF OIH Stock Holding History

Baker Ellis Asset Management’s Portfolio OIH Stock Details OIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,335
Closed -$379K – 224
2024
Q3 		$379K Sell
1,335
-300
-18% -$90.5K 0.05% 166
2024
Q2 		$517K Sell
1,635
-5
-0.3% -$1.6K 0.08% 141
2024
Q1 		$552K Hold
1,640
– – 0.08% 144
2023
Q4 		$508K Hold
1,640
– – 0.08% 141
2023
Q3 		$566K Buy
+1,640
New +$554K 0.1% 125
2016
Q1 		– Sell
-370
Closed -$196K – 245
2015
Q4 		$196K Buy
+370
New +$220K 0.07% 192

Other funds holding OIH

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return