FORA Capital’s Oak Street Health, Inc. OSH Stock Holding History

FORA Capital’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	-176,751	Closed	-$6.84M	–	674
2023 Q1	$6.84M	Buy	+176,751	New	+$5.7M	0.68%	37
2021 Q4	–	Sell	-7,156	Closed	-$304K	–	500
2021 Q3	$304K	Buy	+7,156	New	+$385K	0.08%	277
2021 Q1	–	Sell	-546	Closed	-$33K	–	1205
2020 Q4	$33K	Buy	+546	New	+$28.6K	0.01%	818

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

FORA Capital's OSH Position: Q2 2023 in Review

FORA Capital sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 176,751 shares — an estimated $6.84M sold.

FORA Capital first reported a position in OSH in Q4 2020 and held it in 3 quarters. The position peaked at $6.84M in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

FORA Capital reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
FORA Capital sold 176,751 Oak Street Health, Inc. shares in Q2 2023, an estimated $6.84M.
FORA Capital first reported a position in Oak Street Health, Inc. in Q4 2020 and held it in 3 quarters.
FORA Capital's Oak Street Health, Inc. position peaked at $6.84M in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on FORA Capital's 13F filing for Q2 2023, filed 11 Aug 2023.