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Concourse Financial Group Securities’s Oscar Health OSCR Stock Holding History

Concourse Financial Group Securities’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,162
Closed -$18.7K – 2307
2024
Q3 		$24.6K Sell
1,162
-6,806
-85% -$123K ﹤0.01% 1465
2024
Q2 		$126K Buy
+7,968
New +$146K 0.01% 858
2022
Q1 		– Sell
-500
Closed -$3.72K – 2360
2021
Q4 		$4K Buy
+500
New +$6.28K ﹤0.01% 2099

Other funds holding OSCR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concourse Financial Group Securities's OSCR Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Oscar Health (OSCR) in Q4 2024, closing a stake of 1,162 shares — an estimated $18.7K sold.

Concourse Financial Group Securities first reported a position in OSCR in Q4 2021 and held it in 3 quarters. The position peaked at $126K in Q2 2024. 263 funds tracked by Wall St. Rank hold OSCR as of Q4 2024.

  • Concourse Financial Group Securities reported no remaining Oscar Health position as of Q4 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,162 Oscar Health shares in Q4 2024, an estimated $18.7K.
  • Concourse Financial Group Securities first reported a position in Oscar Health in Q4 2021 and held it in 3 quarters.
  • Concourse Financial Group Securities's Oscar Health position peaked at $126K in Q2 2024.
  • 263 funds tracked by Wall St. Rank held Oscar Health as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.