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Cornerstone Wealth Group’s Oshkosh OSK Stock Holding History

Cornerstone Wealth Group’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
Q4 		– Sell
-29,343
Closed -$3M – 162
2021
Q3 		$3M Buy
29,343
+936
+3% +$108K 0.53% 68
2021
Q2 		$3.22M Buy
28,407
+1,454
+5% +$184K 0.66% 55
2021
Q1 		$3.31M Buy
26,953
+6,928
+35% +$718K 0.67% 47
2020
Q4 		$1.72M Buy
+20,025
New +$1.59M 0.42% 83

Other funds holding OSK

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

Cornerstone Wealth Group's OSK Position: Q4 2021 in Review

Cornerstone Wealth Group sold out of Oshkosh (OSK) in Q4 2021, closing a stake of 29,343 shares — an estimated $3M sold.

Cornerstone Wealth Group first reported a position in OSK in Q4 2020 and held it in 4 quarters. The position peaked at $3.31M in Q1 2021. 447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

  • Cornerstone Wealth Group reported no remaining Oshkosh position as of Q4 2021 after selling out during the quarter.
  • Cornerstone Wealth Group sold 29,343 Oshkosh shares in Q4 2021, an estimated $3M.
  • Cornerstone Wealth Group first reported a position in Oshkosh in Q4 2020 and held it in 4 quarters.
  • Cornerstone Wealth Group's Oshkosh position peaked at $3.31M in Q1 2021.
  • 447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on Cornerstone Wealth Group's 13F filing for Q4 2021, filed 25 Jan 2022.