Retirement Group’s VanEck Oil Services ETF OIH Stock Holding History

Retirement Group’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 Q4	–	Sell	-150	Closed	-$51.8K	–	847
2023 Q3	$51.8K	Buy	+150	New	+$50.7K	0.02%	200
2021 Q3	–	Sell	-50	Closed	-$11K	–	685
2021 Q2	$11K	Hold	50	–	–	0.01%	397
2021 Q1	$10K	Hold	50	–	–	﹤0.01%	470
2020 Q4	$9.56M	Buy	+50	New	+$6.34K	4.39%	3

Other funds holding OIH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Retirement Group's OIH Position: Q4 2023 in Review

Retirement Group sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 150 shares — an estimated $51.8K sold.

Retirement Group first reported a position in OIH in Q4 2020 and held it in 4 quarters. The position peaked at $9.56M in Q4 2020. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

Retirement Group reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
Retirement Group sold 150 VanEck Oil Services ETF shares in Q4 2023, an estimated $51.8K.
Retirement Group first reported a position in VanEck Oil Services ETF in Q4 2020 and held it in 4 quarters.
Retirement Group's VanEck Oil Services ETF position peaked at $9.56M in Q4 2020.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on Retirement Group's 13F filing for Q4 2023, filed 14 Feb 2024.