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

Lindbrook 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	-54	Closed	-$2.09K	–	2909
2023 Q1	$2.09K	Hold	54	–	–	﹤0.01%	2226
2022 Q4	$1.16K	Buy	54 +45	+500%	+$941	﹤0.01%	2429
2022 Q3	$0	Buy	+9	New	+$238	﹤0.01%	2998

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

Lindbrook Capital's OSH Position: Q2 2023 in Review

Lindbrook Capital sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 54 shares — an estimated $2.09K sold.

Lindbrook Capital first reported a position in OSH in Q3 2022 and held it in 3 quarters. The position peaked at $2.09K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Lindbrook Capital reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Lindbrook Capital sold 54 Oak Street Health, Inc. shares in Q2 2023, an estimated $2.09K.
Lindbrook Capital first reported a position in Oak Street Health, Inc. in Q3 2022 and held it in 3 quarters.
Lindbrook Capital's Oak Street Health, Inc. position peaked at $2.09K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Lindbrook Capital's 13F filing for Q2 2023, filed 31 Jul 2023.