SIA
OSRH

Schechter Investment Advisors’s OSR Health OSRH Stock Holding History

Schechter Investment Advisors’s Portfolio OSRH Stock Details OSRH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-115,850
Closed -$1.23M – 691
2024
Q1 		$1.23M Sell
115,850
-95,377
-45% -$1.01M 0.09% 206
2023
Q4 		$2.22M Buy
211,227
+96,516
+84% +$1.01M 0.19% 101
2023
Q3 		$1.19M Buy
114,711
+84,300
+277% +$873K 0.12% 193
2023
Q2 		$312K Buy
+30,411
New +$310K 0.03% 481

Other funds holding OSRH

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
EAM
Exos Asset Management New York $2.32K AUM 108.13% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WRBC
W.R. Berkley Corp Greenwich, Connecticut $1.86B AUM 14.44% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $60B AUM 42.19% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return

Schechter Investment Advisors's OSRH Position: Q2 2024 in Review

Schechter Investment Advisors sold out of OSR Health (OSRH) in Q2 2024, closing a stake of 115,850 shares — an estimated $1.23M sold.

Schechter Investment Advisors first reported a position in OSRH in Q2 2023 and held it in 4 quarters. The position peaked at $2.22M in Q4 2023. 15 funds tracked by Wall St. Rank hold OSRH as of Q2 2024.

  • Schechter Investment Advisors reported no remaining OSR Health position as of Q2 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 115,850 OSR Health shares in Q2 2024, an estimated $1.23M.
  • Schechter Investment Advisors first reported a position in OSR Health in Q2 2023 and held it in 4 quarters.
  • Schechter Investment Advisors's OSR Health position peaked at $2.22M in Q4 2023.
  • 15 funds tracked by Wall St. Rank held OSR Health as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.