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

Lenox Wealth 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 Q1	$254K	Hold	10,000	–	–	0.03%	94
2021 Q4	$331K	Hold	10,000	–	–	0.04%	82
2021 Q3	$425K	Hold	10,000	–	–	0.05%	72
2021 Q2	$586K	Buy	+10,000	New	+$595K	0.08%	61

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

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

ROIC

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

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

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

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Lenox Wealth Advisors's OSH Position: Q1 2022 in Review

Lenox Wealth Advisors held its Oak Street Health, Inc. (OSH) position steady in Q1 2022 at 10,000 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #94.

Lenox Wealth Advisors first reported a position in OSH in Q2 2021 and has held it in 4 quarters since. The position peaked at $586K in Q2 2021. 209 funds tracked by Wall St. Rank hold OSH as of Q1 2022.

Lenox Wealth Advisors held 10,000 shares of Oak Street Health, Inc. worth $254K as of Q1 2022.
Lenox Wealth Advisors left its Oak Street Health, Inc. share count unchanged in Q1 2022.
Oak Street Health, Inc. made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #94 holding.
Lenox Wealth Advisors first reported a position in Oak Street Health, Inc. in Q2 2021 and has held it in 4 quarters since.
Lenox Wealth Advisors's Oak Street Health, Inc. position peaked at $586K in Q2 2021.
209 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.