DIA
OSK icon

Dana Investment Advisors’s Oshkosh OSK Stock Holding History

Dana Investment 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
Q1 		– Sell
-11,090
Closed -$978K – 415
2022
Q4 		$978K Buy
11,090
+45
+0.4% +$3.86K 0.05% 228
2022
Q3 		$776K Buy
11,045
+26
+0.2% +$2.11K 0.04% 250
2022
Q2 		$905K Sell
11,019
-267
-2% -$24.5K 0.05% 241
2022
Q1 		$1.14M Sell
11,286
-799
-7% -$89.8K 0.05% 205
2021
Q4 		$1.36M Sell
12,085
-12,242
-50% -$1.34M 0.06% 193
2021
Q3 		$2.49M Sell
24,327
-3,419
-12% -$393K 0.11% 114
2021
Q2 		$3.46M Buy
27,746
+10,229
+58% +$1.29M 0.15% 96
2021
Q1 		$2.08M Buy
17,517
+5,326
+44% +$552K 0.1% 137
2020
Q4 		$1.05M Sell
12,191
-3,852
-24% -$306K 0.05% 210
2020
Q3 		$1.18M Sell
16,043
-631
-4% -$48.6K 0.06% 186
2020
Q2 		$1.19M Sell
16,674
-453
-3% -$30.9K 0.06% 184
2020
Q1 		$1.1M Buy
+17,127
New +$1.34M 0.07% 167
2017
Q2 		– Sell
-22,479
Closed -$1.54M – 290
2017
Q1 		$1.54M Buy
+22,479
New +$1.54M 0.07% 208

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dana Investment Advisors's OSK Position: Q1 2023 in Review

Dana Investment Advisors sold out of Oshkosh (OSK) in Q1 2023, closing a stake of 11,090 shares — an estimated $978K sold.

Dana Investment Advisors first reported a position in OSK in Q1 2017 and held it in 13 quarters. The position peaked at $3.46M in Q2 2021. 389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

  • Dana Investment Advisors reported no remaining Oshkosh position as of Q1 2023 after selling out during the quarter.
  • Dana Investment Advisors sold 11,090 Oshkosh shares in Q1 2023, an estimated $978K.
  • Dana Investment Advisors first reported a position in Oshkosh in Q1 2017 and held it in 13 quarters.
  • Dana Investment Advisors's Oshkosh position peaked at $3.46M in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Dana Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.