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First National Advisers’s Oshkosh OSK Stock Holding History

First National Advisers’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
2024
Q4 		– Sell
-2,662
Closed -$267K – 213
2024
Q3 		$267K Buy
2,662
+128
+5% +$13.3K 0.04% 200
2024
Q2 		$274K Sell
2,534
-229
-8% -$26.5K 0.05% 191
2024
Q1 		$345K Buy
+2,763
New +$308K 0.08% 165

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First National Advisers's OSK Position: Q4 2024 in Review

First National Advisers sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 2,662 shares — an estimated $267K sold.

First National Advisers first reported a position in OSK in Q1 2024 and held it in 3 quarters. The position peaked at $345K in Q1 2024. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • First National Advisers reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • First National Advisers sold 2,662 Oshkosh shares in Q4 2024, an estimated $267K.
  • First National Advisers first reported a position in Oshkosh in Q1 2024 and held it in 3 quarters.
  • First National Advisers's Oshkosh position peaked at $345K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on First National Advisers's 13F filing for Q4 2024, filed 10 Feb 2025.