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

JMG 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 Q1	–	Sell	-1,621	Closed	-$502K	–	120
2023 Q4	$502K	Buy	1,621 +238	+17%	+$76.4K	0.02%	86
2023 Q3	$477K	Buy	1,383 +69	+5%	+$23.3K	0.02%	80
2023 Q2	$378K	Hold	1,314	–	–	0.02%	89
2023 Q1	$364K	Hold	1,314	–	–	0.02%	87
2022 Q4	$399K	Buy	+1,314	New	+$376K	0.02%	79

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

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JMG Financial Group's OIH Position: Q1 2024 in Review

JMG Financial Group sold out of VanEck Oil Services ETF (OIH) in Q1 2024, closing a stake of 1,621 shares — an estimated $502K sold.

JMG Financial Group first reported a position in OIH in Q4 2022 and held it in 5 quarters. The position peaked at $502K in Q4 2023. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

JMG Financial Group reported no remaining VanEck Oil Services ETF position as of Q1 2024 after selling out during the quarter.
JMG Financial Group sold 1,621 VanEck Oil Services ETF shares in Q1 2024, an estimated $502K.
JMG Financial Group first reported a position in VanEck Oil Services ETF in Q4 2022 and held it in 5 quarters.
JMG Financial Group's VanEck Oil Services ETF position peaked at $502K in Q4 2023.
259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on JMG Financial Group's 13F filing for Q1 2024, filed 30 Apr 2024.