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Delos Wealth Advisors’s Oshkosh OSK Stock Holding History

Delos Wealth 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
2024
Q1 		– Sell
-9
Closed -$976 – 431
2023
Q4 		$976 Hold
9
– – ﹤0.01% 191
2023
Q3 		$935 Hold
9
– – ﹤0.01% 229
2023
Q2 		$780 Hold
9
– – ﹤0.01% 241
2023
Q1 		$749 Hold
9
– – ﹤0.01% 250
2022
Q4 		$794 Hold
9
– – ﹤0.01% 249
2022
Q3 		$1K Buy
+9
New +$732 ﹤0.01% 261

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Delos Wealth Advisors's OSK Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 9 shares — an estimated $976 sold.

Delos Wealth Advisors first reported a position in OSK in Q3 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 456 funds tracked by Wall St. Rank hold OSK as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 9 Oshkosh shares in Q1 2024, an estimated $976.
  • Delos Wealth Advisors first reported a position in Oshkosh in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Oshkosh position peaked at $1K in Q3 2022.
  • 456 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.