YIH
TOI icon

Y-Intercept (HK)’s The Oncology Institute TOI Stock Holding History

Y-Intercept (HK)’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
2023
Q3 		– Sell
-138,899
Closed -$76.4K – 1601
2023
Q2 		$76.4K Buy
+138,899
New +$73.5K 0.01% 1148

Other funds holding TOI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TM
Triatomic Management Palo Alto, California $3.39M AUM 3.35% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return

Y-Intercept (HK)'s TOI Position: Q3 2023 in Review

Y-Intercept (HK) sold out of The Oncology Institute (TOI) in Q3 2023, closing a stake of 138,899 shares — an estimated $76.4K sold.

Y-Intercept (HK) first reported a position in TOI in Q2 2023 and held it in 1 quarter. The position peaked at $76.4K in Q2 2023. 36 funds tracked by Wall St. Rank hold TOI as of Q3 2023.

  • Y-Intercept (HK) reported no remaining The Oncology Institute position as of Q3 2023 after selling out during the quarter.
  • Y-Intercept (HK) sold 138,899 The Oncology Institute shares in Q3 2023, an estimated $76.4K.
  • Y-Intercept (HK) first reported a position in The Oncology Institute in Q2 2023 and held it in 1 quarter.
  • Y-Intercept (HK)'s The Oncology Institute position peaked at $76.4K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held The Oncology Institute as of Q3 2023.

Based on Y-Intercept (HK)'s 13F filing for Q3 2023, filed 14 Nov 2023.