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Bartlett & Co’s Oshkosh OSK Stock Holding History

Bartlett & Co’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
Q4 		$22K Buy
+200
New +$19.3K ﹤0.01% 866
2021
Q3 		– Sell
-16
Closed -$2K – 1028
2021
Q2 		$2K Hold
16
– – ﹤0.01% 858
2021
Q1 		$2K Hold
16
– – ﹤0.01% 888
2020
Q4 		$1K Buy
+16
New +$1.27K ﹤0.01% 1039

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bartlett & Co's OSK Position: Q4 2023 in Review

Bartlett & Co opened a new position in Oshkosh (OSK) in Q4 2023: 200 shares worth $22K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in OSK as recently as Q2 2021.

Bartlett & Co first reported a position in OSK in Q4 2020 and has held it in 4 quarters since. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • Bartlett & Co held 200 shares of Oshkosh worth $22K as of Q4 2023.
  • Oshkosh was a new Bartlett & Co position in Q4 2023.
  • Oshkosh made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #866 holding.
  • Bartlett & Co first reported a position in Oshkosh in Q4 2020 and has held it in 4 quarters since.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.