Kovitz Investment Group Partners’s VanEck Oil Services ETF OIH Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-1,100	Closed	-$312K	–	1250
2024 Q3	$312K	Buy	+1,100	New	+$332K	﹤0.01%	862
2019 Q4	–	Sell	-530	Closed	-$125K	–	377
2019 Q3	$125K	Sell	530 -226	-30%	-$58.5K	﹤0.01%	354
2019 Q2	$224K	Hold	756	–	–	0.01%	338
2019 Q1	$261K	Hold	756	–	–	0.01%	341
2018 Q4	$212K	Buy	+756	New	+$299K	0.01%	250
2018 Q1	–	Sell	-3,521	Closed	-$1.83M	–	152
2017 Q4	$1.83M	Buy	+3,521	New	+$1.75M	0.08%	68

Other funds holding OIH

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

GJL

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

Kovitz Investment Group Partners's OIH Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of VanEck Oil Services ETF (OIH) in Q4 2024, closing a stake of 1,100 shares — an estimated $312K sold.

Kovitz Investment Group Partners first reported a position in OIH in Q4 2017 and held it in 6 quarters. The position peaked at $1.83M in Q4 2017. 223 funds tracked by Wall St. Rank hold OIH as of Q4 2024.

Kovitz Investment Group Partners reported no remaining VanEck Oil Services ETF position as of Q4 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 1,100 VanEck Oil Services ETF shares in Q4 2024, an estimated $312K.
Kovitz Investment Group Partners first reported a position in VanEck Oil Services ETF in Q4 2017 and held it in 6 quarters.
Kovitz Investment Group Partners's VanEck Oil Services ETF position peaked at $1.83M in Q4 2017.
223 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.