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Diversified Trust’s Oscar Health OSCR Stock Holding History

Diversified Trust’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
2023
Q1 		– Sell
-22,633
Closed -$56K – 897
2022
Q4 		$56K Buy
+22,633
New +$70.7K ﹤0.01% 778

Other funds holding OSCR

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GCGM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Diversified Trust's OSCR Position: Q1 2023 in Review

Diversified Trust sold out of Oscar Health (OSCR) in Q1 2023, closing a stake of 22,633 shares — an estimated $56K sold.

Diversified Trust first reported a position in OSCR in Q4 2022 and held it in 1 quarter. The position peaked at $56K in Q4 2022. 134 funds tracked by Wall St. Rank hold OSCR as of Q1 2023.

  • Diversified Trust reported no remaining Oscar Health position as of Q1 2023 after selling out during the quarter.
  • Diversified Trust sold 22,633 Oscar Health shares in Q1 2023, an estimated $56K.
  • Diversified Trust first reported a position in Oscar Health in Q4 2022 and held it in 1 quarter.
  • Diversified Trust's Oscar Health position peaked at $56K in Q4 2022.
  • 134 funds tracked by Wall St. Rank held Oscar Health as of Q1 2023.

Based on Diversified Trust's 13F filing for Q1 2023, filed 7 Apr 2023.