Capital Advisors Ltd’s Oak Street Health, Inc. OSH Stock Holding History

Capital Advisors Ltd’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	-18	Closed	-$1K	–	1611
2023 Q1	$1K	Hold	18	–	–	﹤0.01%	1166
2022 Q4	$0	Sell	18 -51	-74%	-$1.07K	﹤0.01%	1772
2022 Q3	$2K	Buy	69 +51	+283%	+$1.35K	﹤0.01%	929
2022 Q2	$0	Buy	+18	New	+$350	﹤0.01%	1440

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

Capital Advisors Ltd's OSH Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 18 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in OSH in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Capital Advisors Ltd reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 18 Oak Street Health, Inc. shares in Q2 2023, an estimated $1K.
Capital Advisors Ltd first reported a position in Oak Street Health, Inc. in Q2 2022 and held it in 4 quarters.
Capital Advisors Ltd's Oak Street Health, Inc. position peaked at $2K in Q3 2022.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.