Westchester Capital Management (New York)’s The Oncology Institute TOI Stock Holding History

Westchester Capital Management (New York)’s Portfolio TOI Stock Details TOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-548,090	Closed	-$5.45M	–	408
2021 Q3	$5.45M	Buy	548,090 +9,325	+2%	+$92.6K	0.16%	89
2021 Q2	$5.36M	Sell	538,765 -9,272	-2%	-$93.3K	0.12%	82
2021 Q1	$5.46M	Buy	548,037 +276,737	+102%	+$2.95M	0.15%	88
2020 Q4	$2.93M	Buy	+271,300	New	+$2.79M	0.1%	105

Other funds holding TOI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

VCIM

Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return

PGM

Parian Global Management Pound Ridge, New York $30.8M AUM 51.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Triatomic Management Palo Alto, California $3.39M AUM 3.35% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return

Westchester Capital Management (New York)'s TOI Position: Q4 2021 in Review

Westchester Capital Management (New York) sold out of The Oncology Institute (TOI) in Q4 2021, closing a stake of 548,090 shares — an estimated $5.45M sold.

Westchester Capital Management (New York) first reported a position in TOI in Q4 2020 and held it in 4 quarters. The position peaked at $5.46M in Q1 2021. 21 funds tracked by Wall St. Rank hold TOI as of Q4 2021.

Westchester Capital Management (New York) reported no remaining The Oncology Institute position as of Q4 2021 after selling out during the quarter.
Westchester Capital Management (New York) sold 548,090 The Oncology Institute shares in Q4 2021, an estimated $5.45M.
Westchester Capital Management (New York) first reported a position in The Oncology Institute in Q4 2020 and held it in 4 quarters.
Westchester Capital Management (New York)'s The Oncology Institute position peaked at $5.46M in Q1 2021.
21 funds tracked by Wall St. Rank held The Oncology Institute as of Q4 2021.

Based on Westchester Capital Management (New York)'s 13F filing for Q4 2021, filed 14 Feb 2022.