Smithfield Trust’s Oscar Health OSCR Stock Holding History

Smithfield Trust’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 Q4	–	Sell	-575	Closed	-$12K	–	1068
2024 Q3	$12K	Hold	575	–	–	﹤0.01%	812
2024 Q2	$9K	Buy	+575	New	+$10.6K	﹤0.01%	840

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DIG

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

TCMNY

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

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

Smithfield Trust's OSCR Position: Q4 2024 in Review

Smithfield Trust sold out of Oscar Health (OSCR) in Q4 2024, closing a stake of 575 shares — an estimated $12K sold.

Smithfield Trust first reported a position in OSCR in Q2 2024 and held it in 2 quarters. The position peaked at $12K in Q3 2024. 263 funds tracked by Wall St. Rank hold OSCR as of Q4 2024.

Smithfield Trust reported no remaining Oscar Health position as of Q4 2024 after selling out during the quarter.
Smithfield Trust sold 575 Oscar Health shares in Q4 2024, an estimated $12K.
Smithfield Trust first reported a position in Oscar Health in Q2 2024 and held it in 2 quarters.
Smithfield Trust's Oscar Health position peaked at $12K in Q3 2024.
263 funds tracked by Wall St. Rank held Oscar Health as of Q4 2024.

Based on Smithfield Trust's 13F filing for Q4 2024, filed 6 Feb 2025.