OGF
SHCR

Orin Green Financial’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

Orin Green Financial’s Portfolio SHCR Stock Details SHCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-47,700
Closed -$47.8K – 79
2023
Q4 		$51.5K Hold
47,700
– – 0.03% 77
2023
Q3 		$44.9K Buy
47,700
+17,700
+59% +$21.1K 0.02% 72
2023
Q2 		$52.5K Sell
30,000
-10,000
-25% -$15.7K 0.03% 72
2023
Q1 		$56.8K Buy
40,000
+24,100
+152% +$54.6K 0.03% 68
2022
Q4 		$25.4K Buy
+15,900
New +$29.4K 0.01% 69

Other funds holding SHCR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Samjo Management New York $293M AUM 57.03% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCM
Pennsylvania Capital Management Huntingdon Valley, Pennsylvania $395M AUM 23.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return
MCM
Mudrick Capital Management New York $448M AUM 62.71% 1-Year Est. Return

Orin Green Financial's SHCR Position: Q1 2024 in Review

Orin Green Financial sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q1 2024, closing a stake of 47,700 shares — an estimated $47.8K sold.

Orin Green Financial first reported a position in SHCR in Q4 2022 and held it in 5 quarters. The position peaked at $56.8K in Q1 2023. 129 funds tracked by Wall St. Rank hold SHCR as of Q1 2024.

  • Orin Green Financial reported no remaining Sharecare, Inc. Class A Common Stock position as of Q1 2024 after selling out during the quarter.
  • Orin Green Financial sold 47,700 Sharecare, Inc. Class A Common Stock shares in Q1 2024, an estimated $47.8K.
  • Orin Green Financial first reported a position in Sharecare, Inc. Class A Common Stock in Q4 2022 and held it in 5 quarters.
  • Orin Green Financial's Sharecare, Inc. Class A Common Stock position peaked at $56.8K in Q1 2023.
  • 129 funds tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q1 2024.

Based on Orin Green Financial's 13F filing for Q1 2024, filed 8 May 2024.