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BKM Wealth Management’s Oshkosh OSK Stock Holding History

BKM 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 -$21.7K – 439
2023
Q4 		$21.7K Buy
+200
New +$19.3K 0.01% 367

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

BKM Wealth Management's OSK Position: Q1 2024 in Review

BKM Wealth Management sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 200 shares — an estimated $21.7K sold.

BKM Wealth Management first reported a position in OSK in Q4 2023 and held it in 1 quarter. The position peaked at $21.7K in Q4 2023. 457 funds tracked by Wall St. Rank hold OSK as of Q1 2024.

  • BKM Wealth Management reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 200 Oshkosh shares in Q1 2024, an estimated $21.7K.
  • BKM Wealth Management first reported a position in Oshkosh in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Oshkosh position peaked at $21.7K in Q4 2023.
  • 457 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.