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Advisory Research’s Oscar Health OSCR Stock Holding History

Advisory Research’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-543,138
Closed -$4.97M – 272
2023
Q4 		$4.97M Buy
543,138
+184,110
+51% +$1.27M 0.77% 30
2023
Q3 		$2M Sell
359,028
-255,621
-42% -$1.79M 0.28% 103
2023
Q2 		$4.95M Buy
614,649
+557,421
+974% +$4.11M 0.64% 34
2023
Q1 		$374K Buy
+57,228
New +$234K 0.06% 271
2022
Q2 		– Sell
-16,681
Closed -$166K – 415
2022
Q1 		$166K Buy
+16,681
New +$124K 0.01% 343

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's OSCR Position: Q1 2024 in Review

Advisory Research sold out of Oscar Health (OSCR) in Q1 2024, closing a stake of 543,138 shares — an estimated $4.97M sold.

Advisory Research first reported a position in OSCR in Q1 2022 and held it in 5 quarters. The position peaked at $4.97M in Q4 2023. 220 funds tracked by Wall St. Rank hold OSCR as of Q1 2024.

  • Advisory Research reported no remaining Oscar Health position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 543,138 Oscar Health shares in Q1 2024, an estimated $4.97M.
  • Advisory Research first reported a position in Oscar Health in Q1 2022 and held it in 5 quarters.
  • Advisory Research's Oscar Health position peaked at $4.97M in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Oscar Health as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.