Oakmark Select Fund-AdvOAYLX
13F holders, Q1 2025 (March 31)1holders
0new positions
1sold out
$78.60avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Oakmark Select Fund-Adv (OAYLX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 1 sold out. The largest holder was Financial Gravity Asset Management, Inc. ($6K).
- Company
- Oakmark Select Fund-Adv
- CUSIP
- 413838715
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $57K |
All 13F filers, Q4 2024 → Q1 2025: 713 shares sold, net −713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Financial Gravity Asset Management, Inc. | 0.00% | — | 80 | $6K |
"% of holder's portfolio" is OAYLX's weight in each manager's 13F, not the share of Oakmark Select Fund-Adv the manager owns.