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Capital Advisors Ltd’s Oshkosh OSK Stock Holding History

Capital Advisors Ltd’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
Q1 		– Sell
-21
Closed -$2K – 1461
2022
Q4 		$2K Sell
21
-7
-25% -$601 ﹤0.01% 884
2022
Q3 		$2K Buy
28
+24
+600% +$1.95K ﹤0.01% 882
2022
Q2 		$0 Buy
+4
New +$367 ﹤0.01% 1229

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Ltd's OSK Position: Q1 2023 in Review

Capital Advisors Ltd sold out of Oshkosh (OSK) in Q1 2023, closing a stake of 21 shares — an estimated $2K sold.

Capital Advisors Ltd first reported a position in OSK in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

  • Capital Advisors Ltd reported no remaining Oshkosh position as of Q1 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 21 Oshkosh shares in Q1 2023, an estimated $2K.
  • Capital Advisors Ltd first reported a position in Oshkosh in Q2 2022 and held it in 3 quarters.
  • Capital Advisors Ltd's Oshkosh position peaked at $2K in Q4 2022.
  • 389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Capital Advisors Ltd's 13F filing for Q1 2023, filed 3 May 2023.