OAKMARK EQUITY& INCOME-I's ticker is and the CUSIP is 413838400. A total of 2 filers reported holding OAKMARK EQUITY& INCOME-I in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $34,000 | -8.1% | 1,146 | 0.0% | 0.02% | -15.0% |
| Q4 2018 | $37,000 | +2.8% | 1,146 | 0.0% | 0.02% | +11.1% |
| Q2 2018 | $36,000 | 0.0% | 1,146 | 0.0% | 0.02% | -10.0% |
| Q1 2018 | $36,000 | -2.7% | 1,146 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $37,000 | -2.6% | 1,146 | 0.0% | 0.02% | -16.7% |
| Q3 2017 | $38,000 | +2.7% | 1,146 | 0.0% | 0.02% | +4.3% |
| Q2 2017 | $37,000 | +2.8% | 1,146 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $36,000 | +2.9% | 1,146 | 0.0% | 0.02% | -8.0% |
| Q4 2016 | $35,000 | – | 1,146 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bay Advisors LLC | 6,465 | $203,064 | 0.09% |
| Coston, McIsaac & Partners | 1,387 | $43 | 0.02% |