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Oak Harvest Investment Services’s Cboe Global Markets CBOE Stock Holding History

Oak Harvest Investment Services’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,000
Closed -$977K – 147
2024
Q4 		$977K Buy
+5,000
New +$1.03M 0.14% 102

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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Oak Harvest Investment Services's CBOE Position: Q1 2025 in Review

Oak Harvest Investment Services sold out of Cboe Global Markets (CBOE) in Q1 2025, closing a stake of 5,000 shares — an estimated $977K sold.

Oak Harvest Investment Services first reported a position in CBOE in Q4 2024 and held it in 1 quarter. The position peaked at $977K in Q4 2024. 806 funds tracked by Wall St. Rank hold CBOE as of Q1 2025.

  • Oak Harvest Investment Services reported no remaining Cboe Global Markets position as of Q1 2025 after selling out during the quarter.
  • Oak Harvest Investment Services sold 5,000 Cboe Global Markets shares in Q1 2025, an estimated $977K.
  • Oak Harvest Investment Services first reported a position in Cboe Global Markets in Q4 2024 and held it in 1 quarter.
  • Oak Harvest Investment Services's Cboe Global Markets position peaked at $977K in Q4 2024.
  • 806 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2025.

Based on Oak Harvest Investment Services's 13F filing for Q1 2025, filed 14 May 2025.