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

FDx Advisors’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
2022 Q3	–	Sell	-12,287	Closed	-$202K	–	827
2022 Q2	$202K	Sell	12,287 -1,201	-9%	-$23.3K	0.01%	771
2022 Q1	$363K	Buy	+13,488	New	+$284K	0.01%	593
2021 Q4	–	Sell	-16,168	Closed	-$688K	–	895
2021 Q3	$688K	Buy	+16,168	New	+$869K	0.02%	416

Other funds holding OSH

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FDx Advisors's OSH Position: Q3 2022 in Review

FDx Advisors sold out of Oak Street Health, Inc. (OSH) in Q3 2022, closing a stake of 12,287 shares — an estimated $202K sold.

FDx Advisors first reported a position in OSH in Q3 2021 and held it in 3 quarters. The position peaked at $688K in Q3 2021. 220 funds tracked by Wall St. Rank hold OSH as of Q3 2022.

FDx Advisors reported no remaining Oak Street Health, Inc. position as of Q3 2022 after selling out during the quarter.
FDx Advisors sold 12,287 Oak Street Health, Inc. shares in Q3 2022, an estimated $202K.
FDx Advisors first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 3 quarters.
FDx Advisors's Oak Street Health, Inc. position peaked at $688K in Q3 2021.
220 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q3 2022.

Based on FDx Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.