EFS
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Essex Financial Services’s Oshkosh OSK Stock Holding History

Essex Financial Services’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
Q1 		– Sell
-2,527
Closed -$285K – 519
2021
Q4 		$285K Sell
2,527
-3,796
-60% -$415K 0.03% 375
2021
Q3 		$647K Sell
6,323
-1,457
-19% -$167K 0.07% 240
2021
Q2 		$970K Buy
+7,780
New +$984K 0.14% 156
2018
Q1 		– Sell
-2,400
Closed -$218K – 367
2017
Q4 		$218K Buy
+2,400
New +$210K 0.05% 253
2014
Q3 		– Sell
-3,650
Closed -$203K – 308
2014
Q2 		$203K Hold
3,650
– – 0.06% 288
2014
Q1 		$215K Buy
+3,650
New +$200K 0.07% 259

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Essex Financial Services's OSK Position: Q1 2022 in Review

Essex Financial Services sold out of Oshkosh (OSK) in Q1 2022, closing a stake of 2,527 shares — an estimated $285K sold.

Essex Financial Services first reported a position in OSK in Q1 2014 and held it in 6 quarters. The position peaked at $970K in Q2 2021. 444 funds tracked by Wall St. Rank hold OSK as of Q1 2022.

  • Essex Financial Services reported no remaining Oshkosh position as of Q1 2022 after selling out during the quarter.
  • Essex Financial Services sold 2,527 Oshkosh shares in Q1 2022, an estimated $285K.
  • Essex Financial Services first reported a position in Oshkosh in Q1 2014 and held it in 6 quarters.
  • Essex Financial Services's Oshkosh position peaked at $970K in Q2 2021.
  • 444 funds tracked by Wall St. Rank held Oshkosh as of Q1 2022.

Based on Essex Financial Services's 13F filing for Q1 2022, filed 21 Apr 2022.