SMI
OAK

Shelter Mutual Insurance’s OAKTREE CAPITAL GROUP, LLC OAK Stock Holding History

Shelter Mutual Insurance’s Portfolio OAK Stock Details OAK Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
2019
Q2 		$6.93M Sell
2019
Q1 		$7.62M Hold
2018
Q4 		$6.1M Hold
2018
Q3 		$6.35M Hold
2018
Q2 		$6.24M Sell
2018
Q1 		$6.75M Buy
2017
Q4 		$4.93M Hold
2017
Q3 		$5.51M Buy