Caldwell Trust’s VanEck Oil Services ETF OIH Stock Holding History

Caldwell Trust’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
2020 Q4	–	Sell	-1	Closed	-$98	–	729
2020 Q3	$98	Hold	1	–	–	﹤0.01%	719
2020 Q2	$122	Sell	1 -1	-50%	-$112	﹤0.01%	755
2020 Q1	$145	Hold	2	–	–	﹤0.01%	790
2019 Q4	$477	Buy	+2	New	+$478	﹤0.01%	797

Other funds holding OIH

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Caldwell Trust's OIH Position: Q4 2020 in Review

Caldwell Trust sold out of VanEck Oil Services ETF (OIH) in Q4 2020, closing a stake of 1 share — an estimated $98 sold.

Caldwell Trust first reported a position in OIH in Q4 2019 and held it in 4 quarters. The position peaked at $477 in Q4 2019. 123 funds tracked by Wall St. Rank hold OIH as of Q4 2020.

Caldwell Trust reported no remaining VanEck Oil Services ETF position as of Q4 2020 after selling out during the quarter.
Caldwell Trust sold 1 VanEck Oil Services ETF share in Q4 2020, an estimated $98.
Caldwell Trust first reported a position in VanEck Oil Services ETF in Q4 2019 and held it in 4 quarters.
Caldwell Trust's VanEck Oil Services ETF position peaked at $477 in Q4 2019.
123 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2020.

Based on Caldwell Trust's 13F filing for Q4 2020, filed 2 Oct 2025.