Burney Company’s Oshkosh OSK Stock Holding History

Burney Company’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
2026 Q1	$3.72M	Sell	25,281 -702	-3%	-$109K	0.12%	153
2025 Q4	$3.26M	Buy	25,983 +1,776	+7%	+$228K	0.1%	180
2025 Q3	$3.14M	Sell	24,207 -9,395	-28%	-$1.25M	0.1%	180
2025 Q2	$3.82M	Sell	33,602 -1,515	-4%	-$147K	0.13%	156
2025 Q1	$3.3M	Sell	35,117 -10,301	-23%	-$1.03M	0.12%	160
2024 Q4	$4.32M	Sell	45,418 -10,038	-18%	-$1.05M	0.15%	146
2024 Q3	$5.56M	Sell	55,456 -24,292	-30%	-$2.53M	0.2%	122
2024 Q2	$8.63M	Buy	79,748 +47,181	+145%	+$5.46M	0.33%	76
2024 Q1	$4.06M	Buy	32,567 +3,016	+10%	+$336K	0.15%	155
2023 Q4	$3.2M	Buy	29,551 +25,666	+661%	+$2.48M	0.13%	176
2023 Q3	$371K	Buy	+3,885	New	+$377K	0.02%	446
2015 Q2	–	Sell	-4,305	Closed	-$210K	–	417
2015 Q1	$210K	Buy	4,305 +55	+1%	+$2.52K	0.01%	392
2014 Q4	$207K	Sell	4,250 -730	-15%	-$33.2K	0.02%	370
2014 Q3	$220K	Buy	+4,980	New	+$248K	0.02%	376

Other funds holding OSK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management

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

Fidelity Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return