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Executive Wealth Management’s Oshkosh OSK Stock Holding History

Executive Wealth 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
2019
Q3 		– Sell
-201
Closed -$17K – 576
2019
Q2 		$17K Sell
201
-536
-73% -$42.2K ﹤0.01% 501
2019
Q1 		$55K Hold
737
– – 0.01% 259
2018
Q4 		$45K Buy
+737
New +$47.2K 0.01% 296

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Executive Wealth Management's OSK Position: Q3 2019 in Review

Executive Wealth Management sold out of Oshkosh (OSK) in Q3 2019, closing a stake of 201 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in OSK in Q4 2018 and held it in 3 quarters. The position peaked at $55K in Q1 2019. 386 funds tracked by Wall St. Rank hold OSK as of Q3 2019.

  • Executive Wealth Management reported no remaining Oshkosh position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 201 Oshkosh shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Oshkosh in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Oshkosh position peaked at $55K in Q1 2019.
  • 386 funds tracked by Wall St. Rank held Oshkosh as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.