Simplicity Wealth’s Oscar Health OSCR Stock Holding History

Simplicity Wealth’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 Q3	–	Sell	-11,293	Closed	-$179K	–	992
2024 Q2	$179K	Buy	+11,293	New	+$208K	﹤0.01%	1124

Other funds holding OSCR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCMNY

Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Simplicity Wealth's OSCR Position: Q3 2024 in Review

Simplicity Wealth sold out of Oscar Health (OSCR) in Q3 2024, closing a stake of 11,293 shares — an estimated $179K sold.

Simplicity Wealth first reported a position in OSCR in Q2 2024 and held it in 1 quarter. The position peaked at $179K in Q2 2024. 284 funds tracked by Wall St. Rank hold OSCR as of Q3 2024.

Simplicity Wealth reported no remaining Oscar Health position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 11,293 Oscar Health shares in Q3 2024, an estimated $179K.
Simplicity Wealth first reported a position in Oscar Health in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Oscar Health position peaked at $179K in Q2 2024.
284 funds tracked by Wall St. Rank held Oscar Health as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.