American Portfolios Advisors’s Oak Street Health, Inc. OSH Stock Holding History

American Portfolios Advisors’s Portfolio OSH Stock Details OSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$10K	Buy	+408	New	+$10.8K	﹤0.01%	2533
2022 Q1	–	Sell	-748	Closed	-$24.8K	–	3678
2021 Q4	$24.8K	Sell	748 -249	-25%	-$9.42K	﹤0.01%	2228
2021 Q3	$42.4K	Buy	+997	New	+$53.6K	﹤0.01%	1865

Other funds holding OSH

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Portfolios Advisors's OSH Position: Q3 2022 in Review

American Portfolios Advisors opened a new position in Oak Street Health, Inc. (OSH) in Q3 2022: 408 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2533 among its holdings. This is a return to the name: American Portfolios Advisors previously reported a position in OSH as recently as Q4 2021.

American Portfolios Advisors first reported a position in OSH in Q3 2021 and has held it in 3 quarters since. The position peaked at $42.4K in Q3 2021. 220 funds tracked by Wall St. Rank hold OSH as of Q3 2022.

American Portfolios Advisors held 408 shares of Oak Street Health, Inc. worth $10K as of Q3 2022.
Oak Street Health, Inc. was a new American Portfolios Advisors position in Q3 2022.
Oak Street Health, Inc. made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2533 holding.
American Portfolios Advisors first reported a position in Oak Street Health, Inc. in Q3 2021 and has held it in 3 quarters since.
American Portfolios Advisors's Oak Street Health, Inc. position peaked at $42.4K in Q3 2021.
220 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.