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Foster Victor Wealth Advisors’s Oshkosh OSK Stock Holding History

Foster Victor 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
2022
Q3 		– Sell
-26,224
Closed -$2.11M – 145
2022
Q2 		$2.11M Buy
26,224
+4,805
+22% +$441K 0.31% 76
2022
Q1 		$2.07M Buy
21,419
+4,573
+27% +$514K 0.28% 78
2021
Q4 		$2M Buy
16,846
+3,654
+28% +$399K 0.27% 81
2021
Q3 		$1.35M Buy
13,192
+2,083
+19% +$239K 0.22% 84
2021
Q2 		$1.39M Buy
11,109
+2,550
+30% +$322K 0.23% 85
2021
Q1 		$1.03M Buy
8,559
+2,323
+37% +$241K 0.19% 87
2020
Q4 		$537K Buy
6,236
+2,775
+80% +$221K 0.12% 98
2020
Q3 		$254K Buy
+3,461
New +$267K 0.07% 115

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Foster Victor Wealth Advisors's OSK Position: Q3 2022 in Review

Foster Victor Wealth Advisors sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 26,224 shares — an estimated $2.11M sold.

Foster Victor Wealth Advisors first reported a position in OSK in Q3 2020 and held it in 8 quarters. The position peaked at $2.11M in Q2 2022. 369 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Foster Victor Wealth Advisors reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 26,224 Oshkosh shares in Q3 2022, an estimated $2.11M.
  • Foster Victor Wealth Advisors first reported a position in Oshkosh in Q3 2020 and held it in 8 quarters.
  • Foster Victor Wealth Advisors's Oshkosh position peaked at $2.11M in Q2 2022.
  • 369 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.