E. Ohman J:or Asset Management’s MarketAxess Holdings MKTX Stock Holding History

E. Ohman J:or Asset Management’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,600	Closed	-$362K	–	426
2024 Q4	$362K	Hold	1,600	–	–	0.01%	407
2024 Q3	$410K	Hold	1,600	–	–	0.01%	378
2024 Q2	$321K	Hold	1,600	–	–	0.01%	392
2024 Q1	$351K	Hold	1,600	–	–	0.01%	389
2023 Q4	$469K	Hold	1,600	–	–	0.02%	343
2023 Q3	$342K	Hold	1,600	–	–	0.01%	388
2023 Q2	$418K	Hold	1,600	–	–	0.02%	379
2023 Q1	$626K	Hold	1,600	–	–	0.02%	316
2022 Q4	$446K	Sell	1,600 -400	-20%	-$103K	0.02%	356
2022 Q3	$445K	Hold	2,000	–	–	0.02%	355
2022 Q2	$512K	Buy	2,000 +600	+43%	+$164K	0.02%	349
2022 Q1	$476K	Sell	1,400 -700	-33%	-$254K	0.02%	381
2021 Q4	$864K	Buy	2,100 +500	+31%	+$197K	0.02%	333
2021 Q3	$673K	Hold	1,600	–	–	0.02%	358
2021 Q2	$742K	Hold	1,600	–	–	0.02%	345
2021 Q1	$797K	Hold	1,600	–	–	0.03%	301
2020 Q4	$913K	Buy	1,600 +300	+23%	+$163K	0.04%	237
2020 Q3	$626K	Sell	1,300 -300	-19%	-$148K	0.03%	246
2020 Q2	$801K	Buy	1,600 +200	+14%	+$93.2K	0.05%	199
2020 Q1	$466K	Sell	1,400 -700	-33%	-$244K	0.03%	214
2019 Q4	$796K	Buy	2,100 +1,100	+110%	+$403K	0.04%	231
2019 Q3	$328K	Hold	1,000	–	–	0.02%	307
2019 Q2	$321K	Buy	+1,000	New	+$289K	0.02%	304

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

E. Ohman J:or Asset Management's MKTX Position: Q1 2025 in Review

E. Ohman J:or Asset Management sold out of MarketAxess Holdings (MKTX) in Q1 2025, closing a stake of 1,600 shares — an estimated $362K sold.

E. Ohman J:or Asset Management first reported a position in MKTX in Q2 2019 and held it in 23 quarters. The position peaked at $913K in Q4 2020. 510 funds tracked by Wall St. Rank hold MKTX as of Q1 2025.

E. Ohman J:or Asset Management reported no remaining MarketAxess Holdings position as of Q1 2025 after selling out during the quarter.
E. Ohman J:or Asset Management sold 1,600 MarketAxess Holdings shares in Q1 2025, an estimated $362K.
E. Ohman J:or Asset Management first reported a position in MarketAxess Holdings in Q2 2019 and held it in 23 quarters.
E. Ohman J:or Asset Management's MarketAxess Holdings position peaked at $913K in Q4 2020.
510 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2025.

Based on E. Ohman J:or Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.