United Asset Strategies’s VanEck Oil Services ETF OIH Stock Holding History

United Asset Strategies’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	-1,796	Closed	-$620K	–	249
2023 Q3	$620K	Buy	+1,796	New	+$607K	0.08%	166
2021 Q3	–	Sell	-4,372	Closed	-$957K	–	218
2021 Q2	$957K	Buy	+4,372	New	+$914K	0.13%	116
2018 Q4	–	Sell	-820	Closed	-$413K	–	203
2018 Q3	$413K	Sell	820 -36	-4%	-$18.1K	0.1%	154
2018 Q2	$450K	Sell	856 -159	-16%	-$85.1K	0.12%	145
2018 Q1	$484K	Sell	1,015 -66	-6%	-$34.1K	0.14%	124
2017 Q4	$563K	Buy	+1,081	New	+$536K	0.15%	118
2017 Q1	–	Sell	-7,087	Closed	-$4.73M	–	156
2016 Q4	$4.73M	Buy	+7,087	New	+$4.41M	1.54%	21
2014 Q1	–	Sell	-1,438	Closed	-$1.38M	–	117
2013 Q4	$1.38M	Sell	1,438 -87	-6%	-$84.7K	0.95%	36
2013 Q3	$1.44M	Sell	1,525 -101	-6%	-$92.5K	0.91%	37
2013 Q2	$1.39M	Buy	+1,626	New	+$1.4M	0.92%	39

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

United Asset Strategies's OIH Position: Q4 2023 in Review

United Asset Strategies sold out of VanEck Oil Services ETF (OIH) in Q4 2023, closing a stake of 1,796 shares — an estimated $620K sold.

United Asset Strategies first reported a position in OIH in Q2 2013 and held it in 10 quarters. The position peaked at $4.73M in Q4 2016. 274 funds tracked by Wall St. Rank hold OIH as of Q4 2023.

United Asset Strategies reported no remaining VanEck Oil Services ETF position as of Q4 2023 after selling out during the quarter.
United Asset Strategies sold 1,796 VanEck Oil Services ETF shares in Q4 2023, an estimated $620K.
United Asset Strategies first reported a position in VanEck Oil Services ETF in Q2 2013 and held it in 10 quarters.
United Asset Strategies's VanEck Oil Services ETF position peaked at $4.73M in Q4 2016.
274 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q4 2023.

Based on United Asset Strategies's 13F filing for Q4 2023, filed 30 Jan 2024.