Oak Family Advisors’s VanEck Oil Services ETF OIH Stock Holding History

Oak Family Advisors’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	-1,770	Closed	-$502K	–	140
2024 Q3	$502K	Sell	1,770 -150	-8%	-$45.3K	0.15%	95
2024 Q2	$607K	Sell	1,920 -140	-7%	-$44.8K	0.21%	81
2024 Q1	$693K	Sell	2,060 -906	-31%	-$275K	0.27%	73
2023 Q4	$918K	Buy	+2,966	New	+$952K	0.39%	62

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

Oak Family Advisors's OIH Position: Q4 2024 in Review

Oak Family Advisors sold out of VanEck Oil Services ETF (OIH) in Q4 2024, closing a stake of 1,770 shares — an estimated $502K sold.

Oak Family Advisors first reported a position in OIH in Q4 2023 and held it in 4 quarters. The position peaked at $918K in Q4 2023. 223 funds tracked by Wall St. Rank hold OIH as of Q4 2024.

Oak Family Advisors reported no remaining VanEck Oil Services ETF position as of Q4 2024 after selling out during the quarter.
Oak Family Advisors sold 1,770 VanEck Oil Services ETF shares in Q4 2024, an estimated $502K.
Oak Family Advisors first reported a position in VanEck Oil Services ETF in Q4 2023 and held it in 4 quarters.
Oak Family Advisors's VanEck Oil Services ETF position peaked at $918K in Q4 2023.
223 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2024.

Based on Oak Family Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.