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Crewe Advisors’s Oshkosh OSK Stock Holding History

Crewe 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
Q3 		– Sell
-35
Closed -$3.03K – 827
2023
Q2 		$3.03K Hold
35
– – ﹤0.01% 509
2023
Q1 		$2.91K Buy
+35
New +$3.18K ﹤0.01% 691
2022
Q2 		– Sell
-100
Closed -$10K – 1151
2022
Q1 		$10K Hold
100
– – ﹤0.01% 357
2021
Q4 		$11K Buy
+100
New +$10.9K ﹤0.01% 314
2020
Q4 		– Sell
-79
Closed -$6K – 591
2020
Q3 		$6K Buy
+79
New +$6.08K ﹤0.01% 335

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Crewe Advisors's OSK Position: Q3 2023 in Review

Crewe Advisors sold out of Oshkosh (OSK) in Q3 2023, closing a stake of 35 shares — an estimated $3.03K sold.

Crewe Advisors first reported a position in OSK in Q3 2020 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • Crewe Advisors reported no remaining Oshkosh position as of Q3 2023 after selling out during the quarter.
  • Crewe Advisors sold 35 Oshkosh shares in Q3 2023, an estimated $3.03K.
  • Crewe Advisors first reported a position in Oshkosh in Q3 2020 and held it in 5 quarters.
  • Crewe Advisors's Oshkosh position peaked at $11K in Q4 2021.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on Crewe Advisors's 13F filing for Q3 2023, filed 9 Nov 2023.