Bell Investment Advisors’s Oak Street Health, Inc. OSH Stock Holding History

Bell Investment 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
2023 Q2	–	Sell	-44	Closed	-$1.7K	–	2020
2023 Q1	$1.7K	Buy	44 +14	+47%	+$452	﹤0.01%	1343
2022 Q4	$645	Sell	30 -19	-39%	-$397	﹤0.01%	1708
2022 Q3	$1K	Buy	49 +19	+63%	+$503	﹤0.01%	1676
2022 Q2	$0	Buy	+30	New	+$583	﹤0.01%	1872
2021 Q4	$1K	Sell	16 -11	-41%	-$416	﹤0.01%	1710
2021 Q3	$1K	Buy	+27	New	+$1.45K	﹤0.01%	1665

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Bell Investment Advisors's OSH Position: Q2 2023 in Review

Bell Investment Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 44 shares — an estimated $1.7K sold.

Bell Investment Advisors first reported a position in OSH in Q3 2021 and held it in 6 quarters. The position peaked at $1.7K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Bell Investment Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Bell Investment Advisors sold 44 Oak Street Health, Inc. shares in Q2 2023, an estimated $1.7K.
Bell Investment Advisors first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 6 quarters.
Bell Investment Advisors's Oak Street Health, Inc. position peaked at $1.7K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Bell Investment Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.