Oakmark Equity & Income-InvOAKBX
13F holders, Q1 2024 (March 31)1holders
$34.48avg. 13F price*
At the end of Q1 2024, 1 institutions reported holding Oakmark Equity & Income-Inv (OAKBX) in their 13F filings. The largest holder was Coston, McIsaac & Partners ($17K).
- Company
- Oakmark Equity & Income-Inv
- CUSIP
- 413838400
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.2M |
Ownership 1 holders
| Coston, McIsaac & Partners | 0.01% | Add +0.6% | 493 | $17K |
"% of holder's portfolio" is OAKBX's weight in each manager's 13F, not the share of Oakmark Equity & Income-Inv the manager owns.