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Company Main View
Name:
Bull Oak Capital LLC
City:
SAN DIEGO
State:
CA
Zip:
92121
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2022-12-31
2022-09-30
2022-06-30
2022-03-31
2021-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$149,236,000
Total Value Change :
$-239,668,000
Securities Held Change :
-4
All Securities Held :
39
New Positions
:
1
Closed Positions
:
3
Increased Positions
:
13
Unchanged Positions
:
13
Decreased Positions
:
11
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Closed Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
CHTR
Charter Communications Inc
40
Closed
$274.65
$0
0
0%
-13,000
-33
0
CATV Systems
DFSC.X
DFA Investment Dimensions G...
39
Closed
$0.00
$0
0
0%
-15,000
-569
0
N/A
M
Macys Inc
41
Closed
$19.54
$0
0
0%
0
0
0
Department Stores
3
Records Found
1
Page 1 of 1
Download:
Download: Holdings - Current Quarter Only
Summary:
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