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Balasa Dinverno & Foltz’s Oshkosh OSK Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		– Sell
-3,132
Closed -$257K – 353
2022
Q2 		$257K Sell
3,132
-425
-12% -$39K 0.02% 289
2022
Q1 		$358K Hold
3,557
– – 0.02% 240
2021
Q4 		$401K Buy
3,557
+11
+0.3% +$1.2K 0.03% 227
2021
Q3 		$363K Sell
3,546
-113
-3% -$13K 0.03% 232
2021
Q2 		$456K Buy
3,659
+75
+2% +$9.48K 0.03% 196
2021
Q1 		$425K Buy
3,584
+27
+0.8% +$2.8K 0.03% 194
2020
Q4 		$306K Sell
3,557
-23
-0.6% -$1.83K 0.03% 226
2020
Q3 		$263K Buy
3,580
+771
+27% +$59.4K 0.03% 220
2020
Q2 		$201K Sell
2,809
-2,781
-50% -$190K 0.02% 225
2020
Q1 		$360K Buy
+5,590
New +$438K 0.05% 164

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balasa Dinverno & Foltz's OSK Position: Q3 2022 in Review

Balasa Dinverno & Foltz sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 3,132 shares — an estimated $257K sold.

Balasa Dinverno & Foltz first reported a position in OSK in Q1 2020 and held it in 10 quarters. The position peaked at $456K in Q2 2021. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Balasa Dinverno & Foltz reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 3,132 Oshkosh shares in Q3 2022, an estimated $257K.
  • Balasa Dinverno & Foltz first reported a position in Oshkosh in Q1 2020 and held it in 10 quarters.
  • Balasa Dinverno & Foltz's Oshkosh position peaked at $456K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.