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Chase Investment Counsel’s Oshkosh OSK Stock Holding History

Chase Investment Counsel’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
-28,933
Closed -$3.61M – 111
2021
Q2 		$3.61M Sell
28,933
-17,779
-38% -$2.25M 1.49% 22
2021
Q1 		$5.54M Buy
+46,712
New +$4.84M 2.54% 7

Other funds holding OSK

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chase Investment Counsel's OSK Position: Q3 2021 in Review

Chase Investment Counsel sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 28,933 shares — an estimated $3.61M sold.

Chase Investment Counsel first reported a position in OSK in Q1 2021 and held it in 2 quarters. The position peaked at $5.54M in Q1 2021. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • Chase Investment Counsel reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • Chase Investment Counsel sold 28,933 Oshkosh shares in Q3 2021, an estimated $3.61M.
  • Chase Investment Counsel first reported a position in Oshkosh in Q1 2021 and held it in 2 quarters.
  • Chase Investment Counsel's Oshkosh position peaked at $5.54M in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Chase Investment Counsel's 13F filing for Q3 2021, filed 4 Nov 2021.