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Alera Investment Advisors’s Oshkosh OSK Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-53
Closed -$4K – 719
2019
Q1 		$4K Buy
53
+6
+13% +$443 ﹤0.01% 685
2018
Q4 		$3K Buy
+47
New +$3.01K ﹤0.01% 701

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Alera Investment Advisors's OSK Position: Q2 2019 in Review

Alera Investment Advisors sold out of Oshkosh (OSK) in Q2 2019, closing a stake of 53 shares — an estimated $4K sold.

Alera Investment Advisors first reported a position in OSK in Q4 2018 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 408 funds tracked by Wall St. Rank hold OSK as of Q2 2019.

  • Alera Investment Advisors reported no remaining Oshkosh position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 53 Oshkosh shares in Q2 2019, an estimated $4K.
  • Alera Investment Advisors first reported a position in Oshkosh in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Oshkosh position peaked at $4K in Q1 2019.
  • 408 funds tracked by Wall St. Rank held Oshkosh as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.