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

HighTower 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
2023 Q2	–	Sell	-30,572	Closed	-$1.18M	–	3801
2023 Q1	$1.18M	Buy	30,572 +17,953	+142%	+$579K	﹤0.01%	1574
2022 Q4	$267K	Buy	12,619 +1,574	+14%	+$32.9K	﹤0.01%	2559
2022 Q3	$262K	Sell	11,045 -625	-5%	-$16.5K	﹤0.01%	2434
2022 Q2	$182K	Buy	11,670 +283	+2%	+$5.5K	﹤0.01%	2658
2022 Q1	$305K	Buy	11,387 +5,124	+82%	+$108K	﹤0.01%	2514
2021 Q4	$203K	Sell	6,263 -4,496	-42%	-$170K	﹤0.01%	2769
2021 Q3	$460K	Buy	+10,759	New	+$578K	﹤0.01%	2104
2020 Q4	–	Sell	-5,470	Closed	-$293K	–	2999
2020 Q3	$293K	Buy	+5,470	New	+$245K	﹤0.01%	1847

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

HighTower Advisors's OSH Position: Q2 2023 in Review

HighTower Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 30,572 shares — an estimated $1.18M sold.

HighTower Advisors first reported a position in OSH in Q3 2020 and held it in 8 quarters. The position peaked at $1.18M in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

HighTower Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
HighTower Advisors sold 30,572 Oak Street Health, Inc. shares in Q2 2023, an estimated $1.18M.
HighTower Advisors first reported a position in Oak Street Health, Inc. in Q3 2020 and held it in 8 quarters.
HighTower Advisors's Oak Street Health, Inc. position peaked at $1.18M in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.