Ellevest Inc’s Oshkosh OSK Stock Holding History

Ellevest Inc’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
2020 Q1	–	Sell	-8	Closed	-$1K	–	1242
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	836
2019 Q3	$1K	Buy	+8	New	+$612	﹤0.01%	440

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ellevest Inc's OSK Position: Q1 2020 in Review

Ellevest Inc sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 8 shares — an estimated $1K sold.

Ellevest Inc first reported a position in OSK in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

Ellevest Inc reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
Ellevest Inc sold 8 Oshkosh shares in Q1 2020, an estimated $1K.
Ellevest Inc first reported a position in Oshkosh in Q3 2019 and held it in 2 quarters.
Ellevest Inc's Oshkosh position peaked at $1K in Q4 2019.
363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.