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Asset Dedication LLC’s Oshkosh OSK Stock Holding History

Asset Dedication LLC’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
2022
Q4 		– Sell
-9
Closed -$1K – 1092
2022
Q3 		$1K Buy
+9
New +$732 ﹤0.01% 900
2022
Q2 		– Sell
-9
Closed -$1K – 829
2022
Q1 		$1K Buy
+9
New +$1.01K ﹤0.01% 938
2020
Q1 		– Sell
-16
Closed -$2K – 761
2019
Q4 		$2K Buy
+16
New +$1.38K ﹤0.01% 651

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Asset Dedication LLC's OSK Position: Q4 2022 in Review

Asset Dedication LLC sold out of Oshkosh (OSK) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Asset Dedication LLC first reported a position in OSK in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 382 funds tracked by Wall St. Rank hold OSK as of Q4 2022.

  • Asset Dedication LLC reported no remaining Oshkosh position as of Q4 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 9 Oshkosh shares in Q4 2022, an estimated $1K.
  • Asset Dedication LLC first reported a position in Oshkosh in Q4 2019 and held it in 3 quarters.
  • Asset Dedication LLC's Oshkosh position peaked at $2K in Q4 2019.
  • 382 funds tracked by Wall St. Rank held Oshkosh as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.