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Bartlett & Co Wealth Management’s Oshkosh OSK Stock Holding History

Bartlett & Co 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
2024
Q1 		– Sell
-200
Closed -$21.8K – 1188
2023
Q4 		$21.8K Buy
+200
New +$19.3K ﹤0.01% 869
2021
Q3 		– Sell
-16
Closed -$1.99K – 1035
2021
Q2 		$1.99K Hold
16
– – ﹤0.01% 853
2021
Q1 		$1.9K Hold
16
– – ﹤0.01% 889
2020
Q4 		$1.38K Buy
+16
New +$1.27K ﹤0.01% 983

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bartlett & Co Wealth Management's OSK Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 200 shares — an estimated $21.8K sold.

Bartlett & Co Wealth Management first reported a position in OSK in Q4 2020 and held it in 4 quarters. The position peaked at $21.8K in Q4 2023. 457 funds tracked by Wall St. Rank hold OSK as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 Oshkosh shares in Q1 2024, an estimated $21.8K.
  • Bartlett & Co Wealth Management first reported a position in Oshkosh in Q4 2020 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Oshkosh position peaked at $21.8K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.