OAKWX
Oakmark Global Select Fund Investor Class
1W: -2.8%
1M: -5.9%
3M: +1.1%
YTD: -1.4%
1Y: -0.5%
3Y: +35.1%
5Y: +24.9%
$26.31
+0.12 (+0.46%)
Weekly Expected Move ±1.5%
$25
$26
$26
$27
$27
Institutional Ownership — OAKWX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CSM Advisors, LLC | 0 | 0K | -15,801 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CSM Advisors, LLC | 15,801 | 416K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.