OIA
OSCR icon

Optimum Investment Advisors’s Oscar Health OSCR Stock Holding History

Optimum Investment Advisors’s Portfolio OSCR Stock Details OSCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,687
Closed -$142K – 633
2024
Q3 		$142K Buy
+6,687
New +$120K 0.06% 230

Other funds holding OSCR

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
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Optimum Investment Advisors's OSCR Position: Q4 2024 in Review

Optimum Investment Advisors sold out of Oscar Health (OSCR) in Q4 2024, closing a stake of 6,687 shares — an estimated $142K sold.

Optimum Investment Advisors first reported a position in OSCR in Q3 2024 and held it in 1 quarter. The position peaked at $142K in Q3 2024. 263 funds tracked by Wall St. Rank hold OSCR as of Q4 2024.

  • Optimum Investment Advisors reported no remaining Oscar Health position as of Q4 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 6,687 Oscar Health shares in Q4 2024, an estimated $142K.
  • Optimum Investment Advisors first reported a position in Oscar Health in Q3 2024 and held it in 1 quarter.
  • Optimum Investment Advisors's Oscar Health position peaked at $142K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Oscar Health as of Q4 2024.

Based on Optimum Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.