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Centerpoint Advisors’s Oshkosh OSK Stock Holding History

Centerpoint Advisors’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
Q4 		– Sell
-11
Closed -$1K – 552
2023
Q3 		$1K Hold
11
– – ﹤0.01% 523
2023
Q2 		$1K Hold
11
– – ﹤0.01% 521
2023
Q1 		$1K Buy
+11
New +$998 ﹤0.01% 518
2018
Q3 		– Sell
-20
Closed -$1K – 329
2018
Q2 		$1K Buy
+20
New +$1.49K ﹤0.01% 355

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Centerpoint Advisors's OSK Position: Q4 2023 in Review

Centerpoint Advisors sold out of Oshkosh (OSK) in Q4 2023, closing a stake of 11 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in OSK in Q2 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2023. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • Centerpoint Advisors reported no remaining Oshkosh position as of Q4 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 11 Oshkosh shares in Q4 2023, an estimated $1K.
  • Centerpoint Advisors first reported a position in Oshkosh in Q2 2018 and held it in 4 quarters.
  • Centerpoint Advisors's Oshkosh position peaked at $1K in Q3 2023.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.