PMFA
OSH

Plante Moran Financial Advisors’s Oak Street Health, Inc. OSH Stock Holding History

Plante Moran Financial 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
2021
Q4 		– Sell
-110
Closed -$5K – 1130
2021
Q3 		$5K Buy
+110
New +$5.91K ﹤0.01% 795

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

Plante Moran Financial Advisors's OSH Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Oak Street Health, Inc. (OSH) in Q4 2021, closing a stake of 110 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in OSH in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 222 funds tracked by Wall St. Rank hold OSH as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Oak Street Health, Inc. position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 110 Oak Street Health, Inc. shares in Q4 2021, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Oak Street Health, Inc. position peaked at $5K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.