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

MCF 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
2023 Q2	–	Sell	-490	Closed	-$19K	–	895
2023 Q1	$19K	Hold	490	–	–	﹤0.01%	478
2022 Q4	$10.5K	Hold	490	–	–	﹤0.01%	526
2022 Q3	$12K	Hold	490	–	–	﹤0.01%	535
2022 Q2	$8K	Hold	490	–	–	﹤0.01%	536
2022 Q1	$13K	Buy	+490	New	+$10.3K	﹤0.01%	505
2021 Q4	–	Sell	-490	Closed	-$21K	–	748
2021 Q3	$21K	Buy	490 +250	+104%	+$13.4K	﹤0.01%	412
2021 Q2	$14K	Hold	240	–	–	﹤0.01%	422
2021 Q1	$13K	Hold	240	–	–	﹤0.01%	406
2020 Q4	$15K	Hold	240	–	–	﹤0.01%	365
2020 Q3	$13K	Buy	+240	New	+$10.7K	﹤0.01%	366

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

MCF Advisors's OSH Position: Q2 2023 in Review

MCF Advisors sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 490 shares — an estimated $19K sold.

MCF Advisors first reported a position in OSH in Q3 2020 and held it in 10 quarters. The position peaked at $21K in Q3 2021. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

MCF Advisors reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
MCF Advisors sold 490 Oak Street Health, Inc. shares in Q2 2023, an estimated $19K.
MCF Advisors first reported a position in Oak Street Health, Inc. in Q3 2020 and held it in 10 quarters.
MCF Advisors's Oak Street Health, Inc. position peaked at $21K in Q3 2021.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on MCF Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.