Harbour Investments’s Oak Street Health, Inc. OSH Stock Holding History

Harbour Investments’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	-49	Closed	-$1.9K	–	3154
2023 Q1	$1.9K	Buy	+49	New	+$1.58K	﹤0.01%	2569
2021 Q4	$12K	Buy	359 +183	+104%	+$6.92K	﹤0.01%	1869
2021 Q3	$7K	Buy	+176	New	+$9.46K	﹤0.01%	2870

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

Harbour Investments's OSH Position: Q2 2023 in Review

Harbour Investments sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 49 shares — an estimated $1.9K sold.

Harbour Investments first reported a position in OSH in Q3 2021 and held it in 3 quarters. The position peaked at $12K in Q4 2021. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Harbour Investments reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Harbour Investments sold 49 Oak Street Health, Inc. shares in Q2 2023, an estimated $1.9K.
Harbour Investments first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 3 quarters.
Harbour Investments's Oak Street Health, Inc. position peaked at $12K in Q4 2021.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Harbour Investments's 13F filing for Q2 2023, filed 15 Aug 2023.