EWM
OSRH

Evercore Wealth Management’s OSR Health OSRH Stock Holding History

Evercore Wealth Management’s Portfolio OSRH Stock Details OSRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,600
Closed -$111K – 444
2023
Q4 		$111K Hold
10,600
– – ﹤0.01% 422
2023
Q3 		$110K Buy
+10,600
New +$110K ﹤0.01% 397

Other funds holding OSRH

CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
EAM
Exos Asset Management New York $2.32K AUM 108.13% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return

Evercore Wealth Management's OSRH Position: Q1 2024 in Review

Evercore Wealth Management sold out of OSR Health (OSRH) in Q1 2024, closing a stake of 10,600 shares — an estimated $111K sold.

Evercore Wealth Management first reported a position in OSRH in Q3 2023 and held it in 2 quarters. The position peaked at $111K in Q4 2023. 24 funds tracked by Wall St. Rank hold OSRH as of Q1 2024.

  • Evercore Wealth Management reported no remaining OSR Health position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 10,600 OSR Health shares in Q1 2024, an estimated $111K.
  • Evercore Wealth Management first reported a position in OSR Health in Q3 2023 and held it in 2 quarters.
  • Evercore Wealth Management's OSR Health position peaked at $111K in Q4 2023.
  • 24 funds tracked by Wall St. Rank held OSR Health as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.