VitalStone Financial’s VanEck Oil Services ETF OIH Stock Holding History

VitalStone Financial’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 Q3	$90.5K	Sell	319 -447	-58%	-$135K	0.06%	145
2024 Q2	$242K	Sell	766 -2,555	-77%	-$818K	0.18%	100
2024 Q1	$1.12M	Sell	3,321 -2,928	-47%	-$888K	0.85%	27
2023 Q4	$1.93M	Sell	6,249 -398	-6%	-$128K	1.55%	13
2023 Q3	$2.12M	Buy	6,647 +6,496	+4,302%	+$2.2M	1.79%	12
2023 Q2	$43K	Sell	151 -538	-78%	-$146K	0.02%	375
2023 Q1	$126K	Buy	689 +464	+206%	+$142K	0.1%	79
2022 Q4	$70K	Buy	+225	New	+$64.4K	0.05%	125

Other funds holding OIH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

VitalStone Financial's OIH Position: Q3 2024 in Review

VitalStone Financial reduced its VanEck Oil Services ETF (OIH) stake by 58% in Q3 2024, selling an estimated $135K and leaving 319 shares worth $90.5K. The position accounts for 0.06% of the portfolio, ranked #145.

VitalStone Financial first reported a position in OIH in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.12M in Q3 2023. 219 funds tracked by Wall St. Rank hold OIH as of Q3 2024.

VitalStone Financial held 319 shares of VanEck Oil Services ETF worth $90.5K as of Q3 2024.
VitalStone Financial sold 447 VanEck Oil Services ETF shares in Q3 2024, an estimated $135K.
VanEck Oil Services ETF made up 0.06% of VitalStone Financial's portfolio in Q3 2024, its #145 holding.
VitalStone Financial first reported a position in VanEck Oil Services ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's VanEck Oil Services ETF position peaked at $2.12M in Q3 2023.
219 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.