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

Covestor’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	-439	Closed	-$17K	–	2843
2023 Q1	$17K	Sell	439 -5	-1%	-$161	0.01%	1071
2022 Q4	$10K	Buy	444 +2	+0.5%	+$42	0.01%	1350
2022 Q3	$11K	Buy	442 +14	+3%	+$370	0.01%	1239
2022 Q2	$7K	Sell	428 -2	-0.5%	-$39	0.01%	1341
2022 Q1	$12K	Buy	430 +309	+255%	+$6.51K	0.01%	1270
2021 Q4	$4K	Buy	+121	New	+$4.58K	0.01%	1441

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

Covestor's OSH Position: Q2 2023 in Review

Covestor sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 439 shares — an estimated $17K sold.

Covestor first reported a position in OSH in Q4 2021 and held it in 6 quarters. The position peaked at $17K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Covestor reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Covestor sold 439 Oak Street Health, Inc. shares in Q2 2023, an estimated $17K.
Covestor first reported a position in Oak Street Health, Inc. in Q4 2021 and held it in 6 quarters.
Covestor's Oak Street Health, Inc. position peaked at $17K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Covestor's 13F filing for Q2 2023, filed 11 Aug 2023.