Camelot Portfolios’s Oshkosh OSK Stock Holding History

Camelot Portfolios’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	–	Sell	-617	Closed	-$77.5K	–	439
2025 Q4	$77.5K	Buy	+617	New	+$79.4K	0.05%	270
2024 Q3	–	Sell	-500	Closed	-$54.1K	–	432
2024 Q2	$54.1K	Buy	+500	New	+$57.8K	0.03%	292
2021 Q1	–	Sell	-4,637	Closed	-$399K	–	238
2020 Q4	$399K	Buy	4,637 +939	+25%	+$74.7K	0.21%	130
2020 Q3	$272K	Buy	3,698 +187	+5%	+$14.4K	0.17%	152
2020 Q2	$251K	Sell	3,511 -7,882	-69%	-$538K	0.16%	157
2020 Q1	$733K	Buy	11,393 +2,112	+23%	+$166K	0.41%	65
2019 Q4	$878K	Buy	9,281 +522	+6%	+$45K	0.37%	76
2019 Q3	$664K	Buy	8,759 +482	+6%	+$36.9K	0.31%	82
2019 Q2	$691K	Hold	8,277	–	–	0.29%	95
2019 Q1	$622K	Buy	8,277 +1	+0%	+$74	0.26%	113
2018 Q4	$507K	Buy	8,276 +3,647	+79%	+$234K	0.24%	117
2018 Q3	$330K	Buy	+4,629	New	+$333K	0.15%	149

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