Oak Family Advisors’s MP Materials MP Stock Holding History

Oak Family Advisors’s Portfolio MP Stock Details MP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-33,952	Closed	-$530K	–	128
2024 Q4	$530K	Buy	+33,952	New	+$630K	0.19%	73

Other funds holding MP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Oak Family Advisors's MP Position: Q1 2025 in Review

Oak Family Advisors sold out of MP Materials (MP) in Q1 2025, closing a stake of 33,952 shares — an estimated $530K sold.

Oak Family Advisors first reported a position in MP in Q4 2024 and held it in 1 quarter. The position peaked at $530K in Q4 2024. 407 funds tracked by Wall St. Rank hold MP as of Q1 2025.

Oak Family Advisors reported no remaining MP Materials position as of Q1 2025 after selling out during the quarter.
Oak Family Advisors sold 33,952 MP Materials shares in Q1 2025, an estimated $530K.
Oak Family Advisors first reported a position in MP Materials in Q4 2024 and held it in 1 quarter.
Oak Family Advisors's MP Materials position peaked at $530K in Q4 2024.
407 funds tracked by Wall St. Rank held MP Materials as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.