Oakmark Fund's ticker is and the CUSIP is 413838103. A total of 9 filers reported holding Oakmark Fund in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $336,000 | +3.7% | 5,056 | +6.9% | 0.00% | 0.0% |
| Q3 2014 | $324,000 | +0.3% | 4,730 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $323,000 | 0.0% | 4,730 | -4.7% | 0.00% | 0.0% |
| Q1 2014 | $323,000 | +2.2% | 4,965 | 0.0% | 0.00% | -20.0% |
| Q4 2013 | $316,000 | +11.7% | 4,965 | +4.7% | 0.01% | 0.0% |
| Q3 2013 | $283,000 | +6.4% | 4,742 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $266,000 | – | 4,742 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WEDGEWOOD INVESTORS INC /PA/ | 16,653 | $1,099,000 | 1.07% |
| ALBION FINANCIAL GROUP /UT | 18,551 | $1,224,000 | 0.21% |
| FDx Advisors, Inc. | 141,500 | $9,338,000 | 0.21% |
| Endurance Wealth Management, Inc. | 17,507 | $1,155,000 | 0.20% |
| Janney Montgomery Scott LLC | 88,986 | $5,873,000 | 0.11% |
| KARPAS STRATEGIES, LLC | 3,359 | $222,000 | 0.11% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,459 | $492,000 | 0.06% |
| GOFEN & GLOSSBERG LLC /IL/ | 6,631 | $438,000 | 0.02% |