MB, Levis & Associates’s Oak Street Health, Inc. OSH Stock Holding History

MB, Levis & Associates’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	-100	Closed	-$3.87K	–	291
2023 Q1	$3.87K	Buy	+100	New	+$3.23K	﹤0.01%	229

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

MB, Levis & Associates's OSH Position: Q2 2023 in Review

MB, Levis & Associates sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 100 shares — an estimated $3.87K sold.

MB, Levis & Associates first reported a position in OSH in Q1 2023 and held it in 1 quarter. The position peaked at $3.87K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

MB, Levis & Associates reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
MB, Levis & Associates sold 100 Oak Street Health, Inc. shares in Q2 2023, an estimated $3.87K.
MB, Levis & Associates first reported a position in Oak Street Health, Inc. in Q1 2023 and held it in 1 quarter.
MB, Levis & Associates's Oak Street Health, Inc. position peaked at $3.87K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on MB, Levis & Associates's 13F filing for Q2 2023, filed 7 May 2025.