Concourse Financial Group Securities’s Oshkosh OSK Stock Holding History

Concourse Financial Group Securities’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
2024 Q4	–	Sell	-40	Closed	-$4.19K	–	2308
2024 Q3	$4.01K	Buy	40 +21	+111%	+$2.19K	﹤0.01%	1897
2024 Q2	$2.06K	Buy	19 +12	+171%	+$1.39K	﹤0.01%	2040
2024 Q1	$872	Buy	+7	New	+$780	﹤0.01%	2154
2023 Q2	–	Sell	-70	Closed	-$5.51K	–	2422
2023 Q1	$5.82K	Buy	+70	New	+$6.35K	﹤0.01%	1823
2022 Q3	–	Sell	-1	Closed	-$81	–	2218
2022 Q2	$0	Buy	+1	New	+$92	﹤0.01%	2283
2021 Q1	–	Sell	-30	Closed	-$3.11K	–	2392
2020 Q4	$3K	Buy	+30	New	+$2.39K	﹤0.01%	2041
2020 Q2	–	Sell	-20	Closed	-$1.36K	–	2203
2020 Q1	$1K	Buy	+20	New	+$1.57K	﹤0.01%	2064

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concourse Financial Group Securities's OSK Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 40 shares — an estimated $4.19K sold.

Concourse Financial Group Securities first reported a position in OSK in Q1 2020 and held it in 7 quarters. The position peaked at $5.82K in Q1 2023. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

Concourse Financial Group Securities reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 40 Oshkosh shares in Q4 2024, an estimated $4.19K.
Concourse Financial Group Securities first reported a position in Oshkosh in Q1 2020 and held it in 7 quarters.
Concourse Financial Group Securities's Oshkosh position peaked at $5.82K in Q1 2023.
477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.