Bleakley Financial Group’s VanEck Oil Services ETF OIH Stock Holding History

Bleakley Financial Group’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 Q3	–	Sell	-1,300	Closed	-$411K	–	1073
2024 Q2	$411K	Buy	1,300 +163	+14%	+$52.2K	0.01%	668
2024 Q1	$382K	Buy	1,137 +143	+14%	+$43.4K	0.01%	692
2023 Q4	$308K	Buy	+994	New	+$319K	0.01%	730
2023 Q2	–	Sell	-5,773	Closed	-$1.6M	–	961
2023 Q1	$1.6M	Sell	5,773 -6,414	-53%	-$1.96M	0.05%	292
2022 Q4	$3.71M	Buy	+12,187	New	+$3.49M	0.13%	153

Other funds holding OIH

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

Bleakley Financial Group's OIH Position: Q3 2024 in Review

Bleakley Financial Group sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 1,300 shares — an estimated $411K sold.

Bleakley Financial Group first reported a position in OIH in Q4 2022 and held it in 5 quarters. The position peaked at $3.71M in Q4 2022. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

Bleakley Financial Group reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
Bleakley Financial Group sold 1,300 VanEck Oil Services ETF shares in Q3 2024, an estimated $411K.
Bleakley Financial Group first reported a position in VanEck Oil Services ETF in Q4 2022 and held it in 5 quarters.
Bleakley Financial Group's VanEck Oil Services ETF position peaked at $3.71M in Q4 2022.
219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Bleakley Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.