Walled Lake Planning & Wealth Management’s Oak Street Health, Inc. OSH Stock Holding History

Walled Lake Planning & Wealth Management’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	-5,750	Closed	-$222K	–	105
2023 Q1	$222K	Buy	+5,750	New	+$186K	0.12%	79
2021 Q4	–	Sell	-750	Closed	-$32K	–	328
2021 Q3	$32K	Hold	750	–	–	0.02%	191
2021 Q2	$44K	Hold	750	–	–	0.03%	159
2021 Q1	$41K	Hold	750	–	–	0.03%	157
2020 Q4	$46K	Hold	750	–	–	0.03%	138
2020 Q3	$40K	Buy	+750	New	+$33.6K	0.03%	140

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

Walled Lake Planning & Wealth Management's OSH Position: Q2 2023 in Review

Walled Lake Planning & Wealth Management sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 5,750 shares — an estimated $222K sold.

Walled Lake Planning & Wealth Management first reported a position in OSH in Q3 2020 and held it in 6 quarters. The position peaked at $222K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

Walled Lake Planning & Wealth Management reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 5,750 Oak Street Health, Inc. shares in Q2 2023, an estimated $222K.
Walled Lake Planning & Wealth Management first reported a position in Oak Street Health, Inc. in Q3 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Oak Street Health, Inc. position peaked at $222K in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.