51,628 Oakmark U.S. Large Cap ETF $OAKM Shares Purchased by Western Pacific Wealth Management LP

Western Pacific Wealth Management LP boosted its stake in shares of Oakmark U.S. Large Cap ETF (NYSEARCA:OAKM) by 31.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 215,493 shares of the company’s stock after acquiring an additional 51,628 shares during the quarter. Oakmark U.S. Large Cap ETF comprises 5.4% of Western Pacific Wealth Management LP’s investment portfolio, making the stock its 8th biggest holding. Western Pacific Wealth Management LP’s holdings in Oakmark U.S. Large Cap ETF were worth $6,327,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. Nations Financial Group Inc. IA ADV acquired a new stake in shares of Oakmark U.S. Large Cap ETF during the first quarter worth $421,000. Millstone Evans Group LLC grew its position in Oakmark U.S. Large Cap ETF by 120.3% in the 1st quarter. Millstone Evans Group LLC now owns 18,896 shares of the company’s stock valued at $521,000 after buying an additional 10,320 shares during the last quarter. Valeo Financial Advisors LLC increased its stake in Oakmark U.S. Large Cap ETF by 11.7% in the 3rd quarter. Valeo Financial Advisors LLC now owns 91,657 shares of the company’s stock valued at $2,691,000 after buying an additional 9,566 shares during the period. Hunter Associates Investment Management LLC acquired a new position in Oakmark U.S. Large Cap ETF in the 1st quarter valued at $241,000. Finally, Abound Financial LLC increased its stake in Oakmark U.S. Large Cap ETF by 0.4% in the 1st quarter. Abound Financial LLC now owns 931,034 shares of the company’s stock valued at $25,664,000 after buying an additional 3,435 shares during the period.

Oakmark U.S. Large Cap ETF Stock Performance

Shares of Oakmark U.S. Large Cap ETF stock opened at $30.67 on Friday. The company has a market cap of $1.16 billion, a P/E ratio of 16.37 and a beta of 0.45. Oakmark U.S. Large Cap ETF has a one year low of $25.95 and a one year high of $32.14. The firm has a fifty day moving average of $30.73 and a two-hundred day moving average of $29.27.

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.