Oversea-Chinese Banking Corp (OCBC)’s iShares S&P 500 Value ETF IVE Stock Holding History

Oversea-Chinese Banking Corp (OCBC)’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,957	Closed	-$862K	–	380
2023 Q4	$862K	Hold	4,957	–	–	0.03%	202
2023 Q3	$763K	Hold	4,957	–	–	0.03%	218
2023 Q2	$799K	Hold	4,957	–	–	0.04%	194
2023 Q1	$752K	Sell	4,957 -10,013	-67%	-$1.51M	0.04%	192
2022 Q4	$2.17M	Buy	+14,970	New	+$2.14M	0.13%	123

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC)'s IVE Position: Q1 2024 in Review

Oversea-Chinese Banking Corp (OCBC) sold out of iShares S&P 500 Value ETF (IVE) in Q1 2024, closing a stake of 4,957 shares — an estimated $862K sold.

Oversea-Chinese Banking Corp (OCBC) first reported a position in IVE in Q4 2022 and held it in 5 quarters. The position peaked at $2.17M in Q4 2022. 1,359 funds tracked by Wall St. Rank hold IVE as of Q1 2024.

Oversea-Chinese Banking Corp (OCBC) reported no remaining iShares S&P 500 Value ETF position as of Q1 2024 after selling out during the quarter.
Oversea-Chinese Banking Corp (OCBC) sold 4,957 iShares S&P 500 Value ETF shares in Q1 2024, an estimated $862K.
Oversea-Chinese Banking Corp (OCBC) first reported a position in iShares S&P 500 Value ETF in Q4 2022 and held it in 5 quarters.
Oversea-Chinese Banking Corp (OCBC)'s iShares S&P 500 Value ETF position peaked at $2.17M in Q4 2022.
1,359 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2024.

Based on Oversea-Chinese Banking Corp (OCBC)'s 13F filing for Q1 2024, filed 14 May 2024.