Rockbridge Investment Management’s VanEck Oil Services ETF OIH Stock Holding History

Rockbridge Investment Management’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 Q1	–	Sell	-2	Closed	-$620	–	467
2023 Q4	$620	Buy	+2	New	+$642	﹤0.01%	607
2022 Q3	–	Sell	-2	Closed	-$466	–	442
2022 Q2	$466	Hold	2	–	–	﹤0.01%	603
2022 Q1	$578	Hold	2	–	–	﹤0.01%	760
2021 Q4	$0	Hold	2	–	–	﹤0.01%	813
2021 Q3	$0	Hold	2	–	–	﹤0.01%	754
2021 Q2	$0	Buy	+2	New	+$418	﹤0.01%	747

Other funds holding OIH

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

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

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

GJL

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Rockbridge Investment Management's OIH Position: Q1 2024 in Review

Rockbridge Investment Management sold out of VanEck Oil Services ETF (OIH) in Q1 2024, closing a stake of 2 shares — an estimated $620 sold.

Rockbridge Investment Management first reported a position in OIH in Q2 2021 and held it in 6 quarters. The position peaked at $620 in Q4 2023. 259 funds tracked by Wall St. Rank hold OIH as of Q1 2024.

Rockbridge Investment Management reported no remaining VanEck Oil Services ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 2 VanEck Oil Services ETF shares in Q1 2024, an estimated $620.
Rockbridge Investment Management first reported a position in VanEck Oil Services ETF in Q2 2021 and held it in 6 quarters.
Rockbridge Investment Management's VanEck Oil Services ETF position peaked at $620 in Q4 2023.
259 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.