Cerity Partners’s Oak Street Health, Inc. OSH Stock Holding History

Cerity Partners’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	-7,919	Closed	-$306K	–	2017
2023 Q1	$306K	Buy	+7,919	New	+$256K	﹤0.01%	1520

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

Cerity Partners's OSH Position: Q2 2023 in Review

Cerity Partners sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 7,919 shares — an estimated $306K sold.

Cerity Partners first reported a position in OSH in Q1 2023 and held it in 1 quarter. The position peaked at $306K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Cerity Partners reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Cerity Partners sold 7,919 Oak Street Health, Inc. shares in Q2 2023, an estimated $306K.
Cerity Partners first reported a position in Oak Street Health, Inc. in Q1 2023 and held it in 1 quarter.
Cerity Partners's Oak Street Health, Inc. position peaked at $306K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.