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Oakmark Equity Income shares owned by Livelsberger Financial Advisory

Quarter-by-quarter ownership of Oakmark Equity Income (OAKBX) shares owned by Livelsberger Financial Advisory from 13F filings

Historical chart of Livelsberger Financial Advisory investment in Oakmark Equity Income

Tip: Access up to 7 years of quarterly data

All positions including Oakmark Equity Income held by Livelsberger Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oakmark Equity Income by Livelsberger Financial Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 35k 33.76

More positions owned by Livelsberger Financial Advisory

T. Rowe Price Health Sciences Mfa (PRHSX)
Harbor Capital Appreciation Inv Mfa (HCAIX)
Oakmark Investor Mfa (OAKMX)
Franklin Income A1 MFF (FKINX)
Eaton Vance Income Fund Of Boston A MFF (EVIBX)
T. Rowe Price Capital Appreciation Mfa (PRWCX)
Rydex Biotechnology A MPL (RYBOX)
Cohen & Steers Realty Shares L Mfa (CSRSX)
Schwab Value Advantage Money Inv MMN (SWVXX)
Eaton Vance National Municipal Income A MFF (EANAX)
Selected American Shares S Mfa (SLASX)
Invesco Value Municipal Cem (IIM)
Rydex Basic Materials A MPL (RYBMX)
Blackrock Municipal Inco Cem (BFK)
Rydex Transportation A MPL (RYTSX)

View all positions for Livelsberger Financial Advisory

Top funds holding Oakmark Equity Income

Livelsberger Financial Advisory
Coston, McIsaac & Partners

View all funds holding Oakmark Equity Income