Oakmark Select Fund-AdvOAYLX

13F holders, Q4 2024 (December 31)
1holders
1new positions
1sold out
$79.91avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Oakmark Select Fund-Adv (OAYLX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holder was Tucker Asset Management LLC ($57K).

Company
Oakmark Select Fund-Adv
CUSIP
413838715
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q4 2025: 1Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$57K
Exits1$7K

All 13F filers, Q3 2024 → Q4 2024: 713 shares bought and 88 shares sold, net +625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Tucker Asset Management LLC 0.01% New 713 $57K

"% of holder's portfolio" is OAYLX's weight in each manager's 13F, not the share of Oakmark Select Fund-Adv the manager owns.