MS
OSH

Marc Stad’s Oak Street Health, Inc. OSH Stock Holding History

Marc Stad’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
2021
Q4 		– Sell
-350,019
Closed -$14.9M – 82
2021
Q3 		$14.9M Hold
350,019
– – 0.2% 49
2021
Q2 		$20.5M Hold
350,019
– – 0.26% 45
2021
Q1 		$19M Hold
350,019
– – 0.27% 42
2020
Q4 		$21.4M Hold
350,019
– – 0.32% 29
2020
Q3 		$18.7M Buy
+350,019
New +$15.7M 0.42% 23

Other funds holding OSH

GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Marc Stad's OSH Position: Q4 2021 in Review

Marc Stad sold out of Oak Street Health, Inc. (OSH) in Q4 2021, closing a stake of 350,019 shares — an estimated $14.9M sold.

Marc Stad first reported a position in OSH in Q3 2020 and held it in 5 quarters. The position peaked at $21.4M in Q4 2020. 222 funds tracked by Wall St. Rank hold OSH as of Q4 2021.

  • Marc Stad reported no remaining Oak Street Health, Inc. position as of Q4 2021 after selling out during the quarter.
  • Marc Stad sold 350,019 Oak Street Health, Inc. shares in Q4 2021, an estimated $14.9M.
  • Marc Stad first reported a position in Oak Street Health, Inc. in Q3 2020 and held it in 5 quarters.
  • Marc Stad's Oak Street Health, Inc. position peaked at $21.4M in Q4 2020.
  • 222 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q4 2021.

Based on Dragoneer Investment Group's 13F filing for Q4 2021, filed 15 Feb 2022.