MA
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Montag & Associates’s VanEck Oil Services ETF OIH Stock Holding History

Montag & Associates’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
2023
Q3 		– Sell
-25
Closed -$7.19K – 926
2023
Q2 		$7.19K Hold
25
– – ﹤0.01% 791
2023
Q1 		$6.93K Sell
25
-1,800
-99% -$551K ﹤0.01% 789
2022
Q4 		$555K Hold
1,825
– – 0.04% 251
2022
Q3 		$385K Hold
1,825
– – 0.03% 287
2022
Q2 		$424K Buy
1,825
+1,500
+462% +$411K 0.03% 280
2022
Q1 		$92K Buy
325
+300
+1,200% +$73.6K ﹤0.01% 479
2021
Q4 		$5K Hold
25
– – ﹤0.01% 769
2021
Q3 		$5K Hold
25
– – ﹤0.01% 766
2021
Q2 		$5K Hold
25
– – ﹤0.01% 763
2021
Q1 		$5K Hold
25
– – ﹤0.01% 767
2020
Q4 		$4K Buy
+25
New +$3.17K ﹤0.01% 753

Other funds holding OIH

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return