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Baystate Wealth Management’s Oshkosh OSK Stock Holding History

Baystate 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
Q4 		$52.9K Buy
488
+5
+1% +$483 ﹤0.01% 369
2023
Q3 		$46.1K Buy
483
+2
+0.4% +$194 ﹤0.01% 349
2023
Q2 		$41.7K Sell
481
-241
-33% -$19K ﹤0.01% 352
2023
Q1 		$60.1K Buy
722
+39
+6% +$3.54K 0.01% 314
2022
Q4 		$60K Buy
683
+36
+6% +$3.09K 0.01% 309
2022
Q3 		$46K Buy
647
+24
+4% +$1.95K ﹤0.01% 313
2022
Q2 		$51K Buy
623
+38
+6% +$3.49K 0.01% 318
2022
Q1 		$59K Buy
585
+116
+25% +$13K 0.01% 301
2021
Q4 		$53K Buy
469
+461
+5,763% +$50.4K ﹤0.01% 312
2021
Q3 		$1K Hold
8
– – ﹤0.01% 787
2021
Q2 		$1K Hold
8
– – ﹤0.01% 757
2021
Q1 		$1K Buy
+8
New +$829 ﹤0.01% 686
2019
Q2 		– Sell
-20
Closed -$2K – 672
2019
Q1 		$2K Buy
+20
New +$1.48K ﹤0.01% 515

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

Baystate Wealth Management's OSK Position: Q4 2023 in Review

Baystate Wealth Management increased its Oshkosh (OSK) stake by 1% in Q4 2023, buying an estimated $483 and bringing the position to 488 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Baystate Wealth Management first reported a position in OSK in Q1 2019 and has held it in 13 quarters since. The position peaked at $60.1K in Q1 2023. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • Baystate Wealth Management held 488 shares of Oshkosh worth $52.9K as of Q4 2023.
  • Baystate Wealth Management bought 5 Oshkosh shares in Q4 2023, an estimated $483.
  • Oshkosh made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #369 holding.
  • Baystate Wealth Management first reported a position in Oshkosh in Q1 2019 and has held it in 13 quarters since.
  • Baystate Wealth Management's Oshkosh position peaked at $60.1K in Q1 2023.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.