WT
OSH

Whittier Trust’s Oak Street Health, Inc. OSH Stock Holding History

Whittier Trust’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
-1,644
Closed -$63.6K – 1627
2023
Q1 		$63.6K Buy
+1,644
New +$53.1K ﹤0.01% 924

Other funds holding OSH

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Whittier Trust's OSH Position: Q2 2023 in Review

Whittier Trust sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 1,644 shares — an estimated $63.6K sold.

Whittier Trust first reported a position in OSH in Q1 2023 and held it in 1 quarter. The position peaked at $63.6K in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

  • Whittier Trust reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
  • Whittier Trust sold 1,644 Oak Street Health, Inc. shares in Q2 2023, an estimated $63.6K.
  • Whittier Trust first reported a position in Oak Street Health, Inc. in Q1 2023 and held it in 1 quarter.
  • Whittier Trust's Oak Street Health, Inc. position peaked at $63.6K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.