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Deroy & Devereaux Private Investment Counsel’s Oshkosh OSK Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
-27,525
Closed -$2.43M – 149
2022
Q4 		$2.43M Buy
27,525
+150
+0.5% +$12.9K 0.19% 84
2022
Q3 		$1.92M Buy
27,375
+15
+0.1% +$1.22K 0.17% 87
2022
Q2 		$2.25M Buy
27,360
+105
+0.4% +$9.64K 0.19% 83
2022
Q1 		$2.74M Buy
27,255
+644
+2% +$72.4K 0.2% 85
2021
Q4 		$3M Buy
26,611
+11
+0% +$1.2K 0.22% 80
2021
Q3 		$2.72M Sell
26,600
-460
-2% -$52.8K 0.21% 78
2021
Q2 		$3.37M Sell
27,060
-335
-1% -$42.4K 0.25% 69
2021
Q1 		$3.25M Buy
27,395
+7,195
+36% +$745K 0.26% 67
2020
Q4 		$1.74M Sell
20,200
-600
-3% -$47.7K 0.15% 88
2020
Q3 		$1.53M Buy
20,800
+350
+2% +$27K 0.16% 82
2020
Q2 		$1.47M Hold
20,450
– – 0.16% 81
2020
Q1 		$1.32M Sell
20,450
-15,300
-43% -$1.2M 0.17% 79
2019
Q4 		$3.38M Buy
35,750
+150
+0.4% +$12.9K 0.3% 56
2019
Q3 		$2.7M Hold
35,600
– – 0.26% 62
2019
Q2 		$2.97M Buy
35,600
+6,650
+23% +$524K 0.29% 60
2019
Q1 		$2.17M Sell
28,950
-100
-0.3% -$7.39K 0.22% 70
2018
Q4 		$1.78M Sell
29,050
-1,200
-4% -$76.9K 0.21% 72
2018
Q3 		$2.15M Buy
30,250
+12,936
+75% +$932K 0.22% 68
2018
Q2 		$1.22M Buy
+17,314
New +$1.29M 0.12% 85
2016
Q3 		– Sell
-7,600
Closed -$363K – 158
2016
Q2 		$363K Sell
7,600
-4,500
-37% -$200K 0.05% 124
2016
Q1 		$495K Buy
12,100
+2,800
+30% +$99K 0.07% 109
2015
Q4 		$363K Hold
9,300
– – 0.05% 122
2015
Q3 		$338K Sell
9,300
-165,708
-95% -$6.47M 0.05% 122
2015
Q2 		$7.42M Sell
175,008
-132,810
-43% -$6.66M 0.96% 51
2015
Q1 		$15M Buy
307,818
+123,600
+67% +$5.65M 1.85% 18
2014
Q4 		$8.96M Buy
+184,218
New +$8.37M 1.15% 48
2014
Q1 		– Sell
-9,425
Closed -$475K – 181
2013
Q4 		$475K Sell
9,425
-5,900
-38% -$294K 0.07% 117
2013
Q3 		$751K Sell
15,325
-133,101
-90% -$5.92M 0.14% 74
2013
Q2 		$5.64M Buy
+148,426
New +$5.7M 1.07% 52

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 $6.73T AUM 46.02% 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 $178B AUM 37.23% 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
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

Deroy & Devereaux Private Investment Counsel's OSK Position: Q1 2023 in Review

Deroy & Devereaux Private Investment Counsel sold out of Oshkosh (OSK) in Q1 2023, closing a stake of 27,525 shares — an estimated $2.43M sold.

Deroy & Devereaux Private Investment Counsel first reported a position in OSK in Q2 2013 and held it in 29 quarters. The position peaked at $15M in Q1 2015. 389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

  • Deroy & Devereaux Private Investment Counsel reported no remaining Oshkosh position as of Q1 2023 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 27,525 Oshkosh shares in Q1 2023, an estimated $2.43M.
  • Deroy & Devereaux Private Investment Counsel first reported a position in Oshkosh in Q2 2013 and held it in 29 quarters.
  • Deroy & Devereaux Private Investment Counsel's Oshkosh position peaked at $15M in Q1 2015.
  • 389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q1 2023, filed 26 Apr 2023.