Vanguard Personalized Indexing Management’s Oak Street Health, Inc. OSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,506
Closed -$445K 1555
2023
Q1
$445K Sell
11,506
-1,143
-9% -$36.9K 0.02% 932
2022
Q4
$272K Sell
12,649
-1,047
-8% -$21.9K 0.01% 1008
2022
Q3
$336K Buy
13,696
+1,278
+10% +$33.8K 0.02% 924
2022
Q2
$204K Sell
12,418
-11,129
-47% -$216K 0.01% 1137
2022
Q1
$633K Buy
+23,547
New +$496K 0.03% 708
2021
Q4
Sell
-6,247
Closed -$266K 1122
2021
Q3
$266K Buy
+6,247
New +$336K 0.02% 818

Other funds holding OSH

Vanguard Personalized Indexing Management's OSH Position: Q2 2023 in Review

Vanguard Personalized Indexing Management sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 11,506 shares — an estimated $445K sold.

Vanguard Personalized Indexing Management first reported a position in OSH in Q3 2021 and held it in 6 quarters. The position peaked at $633K in Q1 2022. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

  • Vanguard Personalized Indexing Management reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 11,506 Oak Street Health, Inc. shares in Q2 2023, an estimated $445K.
  • Vanguard Personalized Indexing Management first reported a position in Oak Street Health, Inc. in Q3 2021 and held it in 6 quarters.
  • Vanguard Personalized Indexing Management's Oak Street Health, Inc. position peaked at $633K in Q1 2022.
  • 3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2023, filed 28 Jul 2023.