Creative Financial Designs’s Oceaneering OII Stock Holding History

Creative Financial Designs’s Portfolio OII Stock Details OII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.03K	Hold	29	–	–	﹤0.01%	1895
2025 Q4	$697	Hold	29	–	–	﹤0.01%	1866
2025 Q3	$719	Hold	29	–	–	﹤0.01%	1874
2025 Q2	$601	Hold	29	–	–	﹤0.01%	1877
2025 Q1	$632	Sell	29 -26	-47%	-$617	﹤0.01%	1873
2024 Q4	$1.43K	Buy	+55	New	+$1.46K	﹤0.01%	1644
2021 Q1	–	Sell	-26	Closed	–	–	1345
2020 Q4	$0	Hold	26	–	–	﹤0.01%	1277
2020 Q3	$0	Hold	26	–	–	﹤0.01%	1266
2020 Q2	$0	Buy	+26	New	+$137	﹤0.01%	1180
2018 Q4	–	Sell	-26	Closed	-$1K	–	709
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	705
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	717
2018 Q1	$0	Hold	26	–	–	﹤0.01%	735
2017 Q4	$1K	Hold	26	–	–	﹤0.01%	661
2017 Q3	$1K	Hold	26	–	–	﹤0.01%	694
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	707
2017 Q1	$1K	Hold	26	–	–	﹤0.01%	665
2016 Q4	$1K	Buy	+26	New	+$700	﹤0.01%	674

Other funds holding OII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.04B AUM 22.76% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return