Osbon Capital Management LLC Acquires Shares of 24,074 Running Oak Efficient Growth ETF $RUNN

Osbon Capital Management LLC bought a new position in shares of Running Oak Efficient Growth ETF (NASDAQ:RUNN) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 24,074 shares of the company’s stock, valued at approximately $803,000. Running Oak Efficient Growth ETF comprises approximately 0.8% of Osbon Capital Management LLC’s investment portfolio, making the stock its 26th largest position. Osbon Capital Management LLC owned about 0.22% of Running Oak Efficient Growth ETF at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the business. Cahill Financial Advisors Inc. increased its stake in shares of Running Oak Efficient Growth ETF by 5.0% in the 4th quarter. Cahill Financial Advisors Inc. now owns 127,940 shares of the company’s stock valued at $4,266,000 after purchasing an additional 6,085 shares during the last quarter. NewEdge Advisors LLC boosted its stake in Running Oak Efficient Growth ETF by 228.3% in the second quarter. NewEdge Advisors LLC now owns 45,758 shares of the company’s stock valued at $1,548,000 after buying an additional 31,820 shares in the last quarter. Finally, Flagship Harbor Advisors LLC boosted its stake in Running Oak Efficient Growth ETF by 3.0% in the fourth quarter. Flagship Harbor Advisors LLC now owns 16,590 shares of the company’s stock valued at $553,000 after buying an additional 476 shares in the last quarter.

Running Oak Efficient Growth ETF Price Performance

Running Oak Efficient Growth ETF stock opened at $31.95 on Friday. The stock has a market cap of $352.41 million, a PE ratio of 25.29 and a beta of 0.72. Running Oak Efficient Growth ETF has a 12-month low of $31.45 and a 12-month high of $35.19. The business’s 50-day moving average price is $32.76 and its two-hundred day moving average price is $33.40.

Running Oak Efficient Growth ETF Profile

The Running Oak Efficient Growth ETF (RUNN) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed to invest in large- and mid-cap US stocks through a value and growth approach with a focus on downside volatility management. RUNN was launched on Jun 7, 2023 and is managed by ROC.