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AAFMAA Wealth Management & Trust’s Oshkosh OSK Stock Holding History

AAFMAA Wealth Management & Trust’s Portfolio OSK Stock Details OSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,686
Closed -$1.4M – 61
2023
Q3 		$1.4M Sell
14,686
-767
-5% -$74.4K 1.3% 35
2023
Q2 		$1.34M Buy
15,453
+2,422
+19% +$191K 1.11% 36
2023
Q1 		$1.08M Sell
13,031
-5,412
-29% -$491K 0.87% 36
2022
Q4 		$1.63M Sell
18,443
-18,626
-50% -$1.6M 1.47% 31
2022
Q3 		$2.61M Sell
37,069
-2,592
-7% -$211K 1.92% 24
2022
Q2 		$3.26M Sell
39,661
-248
-0.6% -$22.8K 2.2% 21
2022
Q1 		$4.02M Sell
39,909
-38,597
-49% -$4.34M 1.85% 27
2021
Q4 		$8.85M Buy
78,506
+6,254
+9% +$683K 3.85% 4
2021
Q3 		$7.4M Buy
72,252
+1,826
+3% +$210K 3.51% 7
2021
Q2 		$8.78M Sell
70,426
-2,317
-3% -$293K 4.03% 2
2021
Q1 		$8.63M Buy
72,743
+31,016
+74% +$3.21M 4.15% 2
2020
Q4 		$3.59M Buy
+41,727
New +$3.32M 1.74% 27

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAFMAA Wealth Management & Trust's OSK Position: Q4 2023 in Review

AAFMAA Wealth Management & Trust sold out of Oshkosh (OSK) in Q4 2023, closing a stake of 14,686 shares — an estimated $1.4M sold.

AAFMAA Wealth Management & Trust first reported a position in OSK in Q4 2020 and held it in 12 quarters. The position peaked at $8.85M in Q4 2021. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • AAFMAA Wealth Management & Trust reported no remaining Oshkosh position as of Q4 2023 after selling out during the quarter.
  • AAFMAA Wealth Management & Trust sold 14,686 Oshkosh shares in Q4 2023, an estimated $1.4M.
  • AAFMAA Wealth Management & Trust first reported a position in Oshkosh in Q4 2020 and held it in 12 quarters.
  • AAFMAA Wealth Management & Trust's Oshkosh position peaked at $8.85M in Q4 2021.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q4 2023, filed 12 Feb 2024.