Windsor Wealth Management’s VanEck Oil Services ETF OIH Stock Holding History

Windsor Wealth 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
2023 Q3	$623K	Hold	1,805	–	–	0.11%	90
2023 Q2	$519K	Buy	1,805 +67	+4%	+$18.2K	0.09%	100
2023 Q1	$490K	Buy	1,738 +68	+4%	+$20.8K	0.1%	98
2022 Q4	$510K	Buy	1,670 +49	+3%	+$14K	0.11%	96
2022 Q3	$401K	Hold	1,621	–	–	0.1%	101
2022 Q2	$341K	Sell	1,621 -26	-2%	-$7.13K	0.09%	112
2022 Q1	$481K	Sell	1,647 -4	-0.2%	-$982	0.09%	152
2021 Q4	$340K	Sell	1,651 -5,444	-77%	-$1.1M	0.06%	178
2021 Q3	$1.45M	Sell	7,095 -22,030	-76%	-$4.19M	0.3%	67
2021 Q2	$6.38M	Buy	29,125 +19,265	+195%	+$4.03M	1.38%	16
2021 Q1	$1.89M	Buy	+9,860	New	+$1.86M	0.45%	46

Other funds holding OIH

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Windsor Wealth Management's OIH Position: Q3 2023 in Review

Windsor Wealth Management held its VanEck Oil Services ETF (OIH) position steady in Q3 2023 at 1,805 shares worth $623K. The position accounts for 0.11% of the portfolio, ranked #90.

Windsor Wealth Management first reported a position in OIH in Q1 2021 and has held it in 11 quarters since. The position peaked at $6.38M in Q2 2021. 269 funds tracked by Wall St. Rank hold OIH as of Q3 2023.

Windsor Wealth Management held 1,805 shares of VanEck Oil Services ETF worth $623K as of Q3 2023.
Windsor Wealth Management left its VanEck Oil Services ETF share count unchanged in Q3 2023.
VanEck Oil Services ETF made up 0.11% of Windsor Wealth Management's portfolio in Q3 2023, its #90 holding.
Windsor Wealth Management first reported a position in VanEck Oil Services ETF in Q1 2021 and has held it in 11 quarters since.
Windsor Wealth Management's VanEck Oil Services ETF position peaked at $6.38M in Q2 2021.
269 funds tracked by Wall St. Rank held VanEck Oil Services ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.