Valeo Financial Advisors LLC boosted its position in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM – Free Report) by 116.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 71,745 shares of the company’s stock after purchasing an additional 38,585 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Oakmark U.S. Large Cap ETF were worth $2,035,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Flagship Harbor Advisors LLC acquired a new stake in Oakmark U.S. Large Cap ETF during the fourth quarter worth about $57,000. Millstone Evans Group LLC acquired a new stake in Oakmark U.S. Large Cap ETF during the fourth quarter worth about $243,000. Cheviot Value Management LLC increased its stake in Oakmark U.S. Large Cap ETF by 10.6% during the third quarter. Cheviot Value Management LLC now owns 54,630 shares of the company’s stock worth $1,487,000 after acquiring an additional 5,245 shares during the last quarter. Finally, IFP Advisors Inc grew its stake in shares of Oakmark U.S. Large Cap ETF by 44.8% in the third quarter. IFP Advisors Inc now owns 78,550 shares of the company’s stock valued at $2,104,000 after buying an additional 24,311 shares in the last quarter.
Oakmark U.S. Large Cap ETF Stock Performance
OAKM stock opened at $27.55 on Tuesday. Oakmark U.S. Large Cap ETF has a 1 year low of $24.00 and a 1 year high of $29.22. The firm has a market cap of $1.08 billion, a P/E ratio of 16.37 and a beta of 0.48. The stock has a 50-day simple moving average of $27.82 and a 200-day simple moving average of $27.87.
Oakmark U.S. Large Cap ETF Profile
The Oakmark U.S. Large Cap ETF (OAKM) is an exchange-traded fund that mostly invests in large cap equity. The fund is an actively managed, high-conviction fund holding fewer than 40 US large-cap value stocks. The investment process utilizes bottom-up research, seeking competitive long-term performance return. OAKM was launched on Dec 3, 2024 and is issued by Oakmark.
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