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Lee Financial’s VanEck Oil Services ETF OIH Stock Holding History

Lee Financial’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
2025
Q4 		– Sell
-3,000
Closed -$780K – 176
2025
Q3 		$780K Buy
+3,000
New +$745K 0.1% 101
2025
Q1 		– Sell
-3,000
Closed -$814K – 172
2024
Q4 		$814K Hold
3,000
– – 0.11% 94
2024
Q3 		$851K Buy
+3,000
New +$905K 0.12% 93
2023
Q1 		– Sell
-4,000
Closed -$1.22M – 911
2022
Q4 		$1.22M Hold
4,000
– – 0.21% 59
2022
Q3 		$845K Buy
4,000
+2,000
+100% +$457K 0.16% 69
2022
Q2 		$465K Buy
+2,000
New +$548K 0.09% 95
2019
Q4 		– Sell
-55
Closed -$13K – 512
2019
Q3 		$13K Hold
55
– – ﹤0.01% 308
2019
Q2 		$16K Hold
55
– – ﹤0.01% 288
2019
Q1 		$19K Buy
+55
New +$18.6K ﹤0.01% 259

Other funds holding OIH

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
SAM
Scopus Asset Management New York $3.19B AUM 36.85% 1-Year Est. Return