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

Disciplined Investments’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	-8	Closed	-$309	–	1741
2023 Q1	$309	Buy	8 +5	+167%	+$161	﹤0.01%	1382
2022 Q4	$65	Buy	+3	New	+$63	﹤0.01%	1569

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

Disciplined Investments's OSH Position: Q2 2023 in Review

Disciplined Investments sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 8 shares — an estimated $309 sold.

Disciplined Investments first reported a position in OSH in Q4 2022 and held it in 2 quarters. The position peaked at $309 in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Disciplined Investments reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 8 Oak Street Health, Inc. shares in Q2 2023, an estimated $309.
Disciplined Investments first reported a position in Oak Street Health, Inc. in Q4 2022 and held it in 2 quarters.
Disciplined Investments's Oak Street Health, Inc. position peaked at $309 in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.