Scopia Capital Management’s Oak Street Health, Inc. OSH Stock Holding History

Scopia Capital Management’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
2023 Q2	–	Sell	-89,803	Closed	-$3.47M	–	38
2023 Q1	$3.47M	Sell	89,803 -2,661,586	-97%	-$85.9M	0.33%	28
2022 Q4	$59.2M	Buy	2,751,389 +848,605	+45%	+$17.7M	5.41%	7
2022 Q3	$46.7M	Buy	+1,902,784	New	+$50.3M	4.27%	10

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Scopia Capital Management's OSH Position: Q2 2023 in Review

Scopia Capital Management sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 89,803 shares — an estimated $3.47M sold.

Scopia Capital Management first reported a position in OSH in Q3 2022 and held it in 3 quarters. The position peaked at $59.2M in Q4 2022. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Scopia Capital Management reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Scopia Capital Management sold 89,803 Oak Street Health, Inc. shares in Q2 2023, an estimated $3.47M.
Scopia Capital Management first reported a position in Oak Street Health, Inc. in Q3 2022 and held it in 3 quarters.
Scopia Capital Management's Oak Street Health, Inc. position peaked at $59.2M in Q4 2022.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Scopia Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.