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Donoghue Forlines’s Oshkosh OSK Stock Holding History

Donoghue Forlines’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
Q2 		– Sell
-4,775
Closed -$397K – 269
2023
Q1 		$397K Buy
4,775
+632
+15% +$57.3K 0.14% 168
2022
Q4 		$365K Buy
+4,143
New +$356K 0.13% 182
2022
Q3 		– Sell
-7,178
Closed -$590K – 277
2022
Q2 		$590K Buy
7,178
+951
+15% +$87.3K 0.15% 185
2022
Q1 		$627K Buy
6,227
+1,090
+21% +$122K 0.14% 240
2021
Q4 		$579K Buy
+5,137
New +$561K 0.1% 224

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Donoghue Forlines's OSK Position: Q2 2023 in Review

Donoghue Forlines sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 4,775 shares — an estimated $397K sold.

Donoghue Forlines first reported a position in OSK in Q4 2021 and held it in 5 quarters. The position peaked at $627K in Q1 2022. 392 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • Donoghue Forlines reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • Donoghue Forlines sold 4,775 Oshkosh shares in Q2 2023, an estimated $397K.
  • Donoghue Forlines first reported a position in Oshkosh in Q4 2021 and held it in 5 quarters.
  • Donoghue Forlines's Oshkosh position peaked at $627K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on Donoghue Forlines's 13F filing for Q2 2023, filed 7 Aug 2023.