Blue Trust Inc’s Oak Street Health, Inc. OSH Stock Holding History

Blue Trust Inc’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	-49	Closed	-$1K	–	2654
2023 Q1	$1K	Buy	49 +23	+88%	+$742	﹤0.01%	2258
2022 Q4	$1K	Hold	26	–	–	﹤0.01%	2183
2022 Q3	$0	Buy	+26	New	+$688	﹤0.01%	2404

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

Blue Trust Inc's OSH Position: Q2 2023 in Review

Blue Trust Inc sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 49 shares — an estimated $1K sold.

Blue Trust Inc first reported a position in OSH in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Blue Trust Inc reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Blue Trust Inc sold 49 Oak Street Health, Inc. shares in Q2 2023, an estimated $1K.
Blue Trust Inc first reported a position in Oak Street Health, Inc. in Q3 2022 and held it in 3 quarters.
Blue Trust Inc's Oak Street Health, Inc. position peaked at $1K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Blue Trust Inc's 13F filing for Q2 2023, filed 14 Jul 2023.