Live Oak Private Wealth’s VanEck Oil Services ETF OIH Stock Holding History

Live Oak Private Wealth’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 Q1	–	Sell	-5,010	Closed	-$1.36M	–	192
2024 Q4	$1.36M	Buy	+5,010	New	+$1.44M	0.23%	81

Other funds holding OIH

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

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

Jane Street New York $1.21T AUM 78.12% 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

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Live Oak Private Wealth's OIH Position: Q1 2025 in Review

Live Oak Private Wealth sold out of VanEck Oil Services ETF (OIH) in Q1 2025, closing a stake of 5,010 shares — an estimated $1.36M sold.

Live Oak Private Wealth first reported a position in OIH in Q4 2024 and held it in 1 quarter. The position peaked at $1.36M in Q4 2024. 202 funds tracked by Wall St. Rank hold OIH as of Q1 2025.

Live Oak Private Wealth reported no remaining VanEck Oil Services ETF position as of Q1 2025 after selling out during the quarter.
Live Oak Private Wealth sold 5,010 VanEck Oil Services ETF shares in Q1 2025, an estimated $1.36M.
Live Oak Private Wealth first reported a position in VanEck Oil Services ETF in Q4 2024 and held it in 1 quarter.
Live Oak Private Wealth's VanEck Oil Services ETF position peaked at $1.36M in Q4 2024.
202 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2025.

Based on Live Oak Private Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.