BTWM
OSK icon

Baker Tilly Wealth Management’s Oshkosh OSK Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-2,768
Closed -$240K – 529
2023
Q2 		$240K Sell
2,768
-275
-9% -$21.7K 0.03% 491
2023
Q1 		$253K Buy
3,043
+106
+4% +$9.62K 0.03% 477
2022
Q4 		$259K Buy
+2,937
New +$252K 0.03% 459
2022
Q3 		– Sell
-2,838
Closed -$233K – 529
2022
Q2 		$233K Buy
2,838
+100
+4% +$9.18K 0.03% 449
2022
Q1 		$276K Buy
+2,738
New +$308K 0.03% 442

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Baker Tilly Wealth Management's OSK Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Oshkosh (OSK) in Q3 2023, closing a stake of 2,768 shares — an estimated $240K sold.

Baker Tilly Wealth Management first reported a position in OSK in Q1 2022 and held it in 5 quarters. The position peaked at $276K in Q1 2022. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Oshkosh position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,768 Oshkosh shares in Q3 2023, an estimated $240K.
  • Baker Tilly Wealth Management first reported a position in Oshkosh in Q1 2022 and held it in 5 quarters.
  • Baker Tilly Wealth Management's Oshkosh position peaked at $276K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.