SFS
OSH

Sowell Financial Services’s Oak Street Health, Inc. OSH Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-13,809
Closed -$781K – 3016
2021
Q1 		$781K Buy
13,809
+11,366
+465% +$632K 0.03% 482
2020
Q4 		$149K Buy
2,443
+1,005
+70% +$52.7K 0.01% 982
2020
Q3 		$77K Buy
+1,438
New +$64.4K ﹤0.01% 1070

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return