Capital Asset Advisory Services’s Oshkosh OSK Stock Holding History

Capital Asset Advisory Services’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	–	Sell	-1,677	Closed	-$209K	–	735
2021 Q2	$209K	Buy	+1,677	New	+$212K	0.02%	422
2021 Q1	–	Sell	-1,613	Closed	-$139K	–	1250
2020 Q4	$139K	Buy	+1,613	New	+$128K	0.02%	397
2020 Q1	–	Sell	-3,219	Closed	-$274K	–	587
2019 Q4	$274K	Buy	+3,219	New	+$277K	0.06%	289
2019 Q3	–	Sell	-2,560	Closed	-$214K	–	118
2019 Q2	$214K	Buy	+2,560	New	+$202K	0.16%	101

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 $95.5B AUM 28.4% 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

Capital Asset Advisory Services's OSK Position: Q3 2021 in Review

Capital Asset Advisory Services sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 1,677 shares — an estimated $209K sold.

Capital Asset Advisory Services first reported a position in OSK in Q2 2019 and held it in 4 quarters. The position peaked at $274K in Q4 2019. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

Capital Asset Advisory Services reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 1,677 Oshkosh shares in Q3 2021, an estimated $209K.
Capital Asset Advisory Services first reported a position in Oshkosh in Q2 2019 and held it in 4 quarters.
Capital Asset Advisory Services's Oshkosh position peaked at $274K in Q4 2019.
439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Capital Asset Advisory Services's 13F filing for Q3 2021, filed 14 Oct 2021.