BerganKDV Wealth Management’s Oshkosh OSK Stock Holding History

BerganKDV 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 Q2	$1.3K	Sell	15 -38	-72%	-$2.99K	﹤0.01%	730
2023 Q1	$4.38K	Hold	53	–	–	﹤0.01%	710
2022 Q4	$4.64K	Hold	53	–	–	﹤0.01%	681
2022 Q3	$4K	Buy	53 +1	+2%	+$81	﹤0.01%	721
2022 Q2	$4K	Hold	52	–	–	﹤0.01%	739
2022 Q1	$5K	Sell	52 -4	-7%	-$449	﹤0.01%	730
2021 Q4	$6K	Hold	56	–	–	﹤0.01%	760
2021 Q3	$6K	Buy	56 +15	+37%	+$1.72K	﹤0.01%	730
2021 Q2	$5K	Hold	41	–	–	﹤0.01%	706
2021 Q1	$5K	Hold	41	–	–	﹤0.01%	672
2020 Q4	$4K	Sell	41 -8	-16%	-$637	﹤0.01%	701
2020 Q3	$4K	Hold	49	–	–	﹤0.01%	610
2020 Q2	$4K	Buy	49 +2	+4%	+$137	﹤0.01%	664
2020 Q1	$3K	Buy	47 +8	+21%	+$627	﹤0.01%	679
2019 Q4	$4K	Buy	+39	New	+$3.36K	﹤0.01%	670

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BerganKDV Wealth Management's OSK Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Oshkosh (OSK) stake by 72% in Q2 2023, selling an estimated $2.99K and leaving 15 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

BerganKDV Wealth Management first reported a position in OSK in Q4 2019 and has held it in 15 quarters since. The position peaked at $6K in Q4 2021. 392 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

BerganKDV Wealth Management held 15 shares of Oshkosh worth $1.3K as of Q2 2023.
BerganKDV Wealth Management sold 38 Oshkosh shares in Q2 2023, an estimated $2.99K.
Oshkosh made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #730 holding.
BerganKDV Wealth Management first reported a position in Oshkosh in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Oshkosh position peaked at $6K in Q4 2021.
392 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.