OAKBX
Oakmark Equity And Income Fund Investor Class
1W: -0.8%
1M: -5.0%
3M: -0.1%
YTD: +1.4%
1Y: +4.0%
3Y: +34.6%
5Y: +35.8%
$39.58
-0.06 (-0.15%)
Weekly Expected Move ±1.3%
$39
$39
$40
$40
$41
Institutional Ownership — OAKBX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Coston, McIsaac & Partners | 507 | 20K | +3 | +0.6% | 12Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +3 | +0.6% | 507 |
Biggest Decreases (0)
None.