Berman Capital Advisors’s Oshkosh OSK Stock Holding History

Berman Capital Advisors’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
2021 Q3	$2K	Sell	34 -22	-39%	-$2.53K	﹤0.01%	1722
2021 Q2	$7K	Hold	56	–	–	﹤0.01%	1247
2021 Q1	$6K	Hold	56	–	–	﹤0.01%	1222
2020 Q4	$4K	Hold	56	–	–	﹤0.01%	1232
2020 Q3	$4K	Hold	56	–	–	﹤0.01%	1125
2020 Q2	$4K	Buy	56 +11	+24%	+$751	﹤0.01%	1073
2020 Q1	$2K	Sell	45 -1	-2%	-$78	﹤0.01%	1165
2019 Q4	$4K	Buy	46 +1	+2%	+$86	﹤0.01%	1036
2019 Q3	$3K	Hold	45	–	–	﹤0.01%	1098
2019 Q2	$3K	Hold	45	–	–	﹤0.01%	1116
2019 Q1	$3K	Buy	45 +30	+200%	+$2.22K	﹤0.01%	1017
2018 Q4	$0	Buy	+15	New	+$961	﹤0.01%	1222

Other funds holding OSK

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Berman Capital Advisors's OSK Position: Q3 2021 in Review

Berman Capital Advisors reduced its Oshkosh (OSK) stake by 39% in Q3 2021, selling an estimated $2.53K and leaving 34 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Berman Capital Advisors first reported a position in OSK in Q4 2018 and has held it in 12 quarters since. The position peaked at $7K in Q2 2021. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

Berman Capital Advisors held 34 shares of Oshkosh worth $2K as of Q3 2021.
Berman Capital Advisors sold 22 Oshkosh shares in Q3 2021, an estimated $2.53K.
Oshkosh made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1722 holding.
Berman Capital Advisors first reported a position in Oshkosh in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Oshkosh position peaked at $7K in Q2 2021.
439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.