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Kaizen Financial Strategies’s Oscar Health OSCR Stock Holding History

Kaizen Financial Strategies’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,225
Closed -$195K – 147
2024
Q2 		$195K Buy
+11,225
New +$206K 0.12% 126

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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kaizen Financial Strategies's OSCR Position: Q3 2024 in Review

Kaizen Financial Strategies sold out of Oscar Health (OSCR) in Q3 2024, closing a stake of 11,225 shares — an estimated $195K sold.

Kaizen Financial Strategies first reported a position in OSCR in Q2 2024 and held it in 1 quarter. The position peaked at $195K in Q2 2024. 284 funds tracked by Wall St. Rank hold OSCR as of Q3 2024.

  • Kaizen Financial Strategies reported no remaining Oscar Health position as of Q3 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 11,225 Oscar Health shares in Q3 2024, an estimated $195K.
  • Kaizen Financial Strategies first reported a position in Oscar Health in Q2 2024 and held it in 1 quarter.
  • Kaizen Financial Strategies's Oscar Health position peaked at $195K in Q2 2024.
  • 284 funds tracked by Wall St. Rank held Oscar Health as of Q3 2024.

Based on Kaizen Financial Strategies's 13F filing for Q3 2024, filed 4 Nov 2024.