Steward Financial Group’s Oak Street Health, Inc. OSH Stock Holding History

Steward Financial Group’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	-9	Closed	–	–	1098
2023 Q1	$0	Buy	9 +6	+200%	+$194	﹤0.01%	971
2022 Q4	$0	Buy	+3	New	+$63	﹤0.01%	887

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

Steward Financial Group's OSH Position: Q2 2023 in Review

Steward Financial Group sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 9 shares.

Steward Financial Group first reported a position in OSH in Q4 2022 and held it in 2 quarters. The position peaked at $0 in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Steward Financial Group reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Steward Financial Group sold 9 Oak Street Health, Inc. shares in Q2 2023.
Steward Financial Group first reported a position in Oak Street Health, Inc. in Q4 2022 and held it in 2 quarters.
Steward Financial Group's Oak Street Health, Inc. position peaked at $0 in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.