NFG
OSH

Next Financial Group’s Oak Street Health, Inc. OSH Stock Holding History

Next Financial Group’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 		$226K Buy
6,819
+837
+14% +$31.7K 0.01% 846
2021
Q3 		$254K Buy
+5,982
New +$321K 0.02% 732

Other funds holding OSH

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
NP
Newlight Partners New York $3.9M AUM 96.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Next Financial Group's OSH Position: Q4 2021 in Review

Next Financial Group increased its Oak Street Health, Inc. (OSH) stake by 14% in Q4 2021, buying an estimated $31.7K and bringing the position to 6,819 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #846.

Next Financial Group first reported a position in OSH in Q3 2021 and has held it in 2 quarters since. The position peaked at $254K in Q3 2021. 222 funds tracked by Wall St. Rank hold OSH as of Q4 2021.

  • Next Financial Group held 6,819 shares of Oak Street Health, Inc. worth $226K as of Q4 2021.
  • Next Financial Group bought 837 Oak Street Health, Inc. shares in Q4 2021, an estimated $31.7K.
  • Oak Street Health, Inc. made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #846 holding.
  • Next Financial Group first reported a position in Oak Street Health, Inc. in Q3 2021 and has held it in 2 quarters since.
  • Next Financial Group's Oak Street Health, Inc. position peaked at $254K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q4 2021.

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