EWM
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Evercore Wealth Management’s Oscar Health OSCR Stock Holding History

Evercore Wealth Management’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
2022
Q4 		– Sell
-14,602
Closed -$73K – 404
2022
Q3 		$73K Sell
14,602
-29,204
-67% -$170K ﹤0.01% 371
2022
Q2 		$186K Buy
+43,806
New +$279K ﹤0.01% 380

Other funds holding OSCR

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SAM
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GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evercore Wealth Management's OSCR Position: Q4 2022 in Review

Evercore Wealth Management sold out of Oscar Health (OSCR) in Q4 2022, closing a stake of 14,602 shares — an estimated $73K sold.

Evercore Wealth Management first reported a position in OSCR in Q2 2022 and held it in 2 quarters. The position peaked at $186K in Q2 2022. 133 funds tracked by Wall St. Rank hold OSCR as of Q4 2022.

  • Evercore Wealth Management reported no remaining Oscar Health position as of Q4 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 14,602 Oscar Health shares in Q4 2022, an estimated $73K.
  • Evercore Wealth Management first reported a position in Oscar Health in Q2 2022 and held it in 2 quarters.
  • Evercore Wealth Management's Oscar Health position peaked at $186K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Oscar Health as of Q4 2022.

Based on Evercore Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.