Freedom Investment Management’s VanEck Oil Services ETF OIH Stock Holding History

Freedom Investment 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 Q3	–	Sell	-636	Closed	-$201K	–	809
2024 Q2	$201K	Buy	+636	New	+$204K	0.02%	722
2016 Q1	–	Sell	-894	Closed	-$473K	–	873
2015 Q4	$473K	Sell	894 -15	-2%	-$8.93K	0.04%	422
2015 Q3	$488K	Buy	+909	New	+$558K	0.05%	327

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

Freedom Investment Management's OIH Position: Q3 2024 in Review

Freedom Investment Management sold out of VanEck Oil Services ETF (OIH) in Q3 2024, closing a stake of 636 shares — an estimated $201K sold.

Freedom Investment Management first reported a position in OIH in Q3 2015 and held it in 3 quarters. The position peaked at $488K in Q3 2015. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

Freedom Investment Management reported no remaining VanEck Oil Services ETF position as of Q3 2024 after selling out during the quarter.
Freedom Investment Management sold 636 VanEck Oil Services ETF shares in Q3 2024, an estimated $201K.
Freedom Investment Management first reported a position in VanEck Oil Services ETF in Q3 2015 and held it in 3 quarters.
Freedom Investment Management's VanEck Oil Services ETF position peaked at $488K in Q3 2015.
219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.