SFA
OSH

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

Souders 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
2022
Q1 		– Sell
-11,518
Closed -$382K – 152
2021
Q4 		$382K Sell
11,518
-1,358
-11% -$51.4K 0.11% 108
2021
Q3 		$548K Buy
+12,876
New +$692K 0.18% 99

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

Souders Financial Advisors's OSH Position: Q1 2022 in Review

Souders Financial Advisors sold out of Oak Street Health, Inc. (OSH) in Q1 2022, closing a stake of 11,518 shares — an estimated $382K sold.

Souders Financial Advisors first reported a position in OSH in Q3 2021 and held it in 2 quarters. The position peaked at $548K in Q3 2021. 209 funds tracked by Wall St. Rank hold OSH as of Q1 2022.

  • Souders Financial Advisors reported no remaining Oak Street Health, Inc. position as of Q1 2022 after selling out during the quarter.
  • Souders Financial Advisors sold 11,518 Oak Street Health, Inc. shares in Q1 2022, an estimated $382K.
  • Souders Financial Advisors first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 2 quarters.
  • Souders Financial Advisors's Oak Street Health, Inc. position peaked at $548K in Q3 2021.
  • 209 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q1 2022.

Based on Souders Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.