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Evolution Wealth Advisors’s Oshkosh OSK Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-353
Closed -$36K – 484
2021
Q3 		$36K Buy
353
+265
+301% +$30.4K 0.01% 246
2021
Q2 		$11K Buy
+88
New +$11.1K ﹤0.01% 393

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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

Evolution Wealth Advisors's OSK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Oshkosh (OSK) in Q4 2021, closing a stake of 353 shares — an estimated $36K sold.

Evolution Wealth Advisors first reported a position in OSK in Q2 2021 and held it in 2 quarters. The position peaked at $36K in Q3 2021. 447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Oshkosh position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 353 Oshkosh shares in Q4 2021, an estimated $36K.
  • Evolution Wealth Advisors first reported a position in Oshkosh in Q2 2021 and held it in 2 quarters.
  • Evolution Wealth Advisors's Oshkosh position peaked at $36K in Q3 2021.
  • 447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.