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Donaldson Capital Management’s Oshkosh OSK Stock Holding History

Donaldson Capital Management’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
2022
Q3 		– Sell
-8,051
Closed -$661K – 233
2022
Q2 		$661K Sell
8,051
-6,035
-43% -$554K 0.03% 138
2022
Q1 		$1.42M Sell
14,086
-6,320
-31% -$710K 0.06% 107
2021
Q4 		$2.3M Sell
20,406
-19,032
-48% -$2.08M 0.1% 85
2021
Q3 		$4.04M Buy
39,438
+702
+2% +$80.6K 0.2% 68
2021
Q2 		$4.83M Buy
38,736
+1,451
+4% +$183K 0.25% 65
2021
Q1 		$4.42M Buy
37,285
+3,246
+10% +$336K 0.24% 62
2020
Q4 		$2.93M Sell
34,039
-1,753
-5% -$139K 0.17% 70
2020
Q3 		$2.63M Sell
35,792
-1,048
-3% -$80.7K 0.18% 69
2020
Q2 		$2.64M Buy
36,840
+519
+1% +$35.4K 0.19% 64
2020
Q1 		$2.34M Sell
36,321
-5,460
-13% -$428K 0.2% 61
2019
Q4 		$3.96M Buy
41,781
+324
+0.8% +$27.9K 0.27% 57
2019
Q3 		$3.14M Sell
41,457
-1,242
-3% -$95K 0.23% 58
2019
Q2 		$3.56M Buy
42,699
+6,557
+18% +$516K 0.3% 50
2019
Q1 		$2.71M Buy
+36,142
New +$2.67M 0.24% 55

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Donaldson Capital Management's OSK Position: Q3 2022 in Review

Donaldson Capital Management sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 8,051 shares — an estimated $661K sold.

Donaldson Capital Management first reported a position in OSK in Q1 2019 and held it in 14 quarters. The position peaked at $4.83M in Q2 2021. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Donaldson Capital Management reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Donaldson Capital Management sold 8,051 Oshkosh shares in Q3 2022, an estimated $661K.
  • Donaldson Capital Management first reported a position in Oshkosh in Q1 2019 and held it in 14 quarters.
  • Donaldson Capital Management's Oshkosh position peaked at $4.83M in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Donaldson Capital Management's 13F filing for Q3 2022, filed 13 Oct 2022.