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Gladstone Institutional Advisory’s Oshkosh OSK Stock Holding History

Gladstone Institutional Advisory’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
Q3 		– Sell
-2,390
Closed -$298K – 586
2021
Q2 		$298K Buy
2,390
+103
+5% +$13K 0.04% 399
2021
Q1 		$271K Buy
+2,287
New +$237K 0.04% 334

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

Gladstone Institutional Advisory's OSK Position: Q3 2021 in Review

Gladstone Institutional Advisory sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 2,390 shares — an estimated $298K sold.

Gladstone Institutional Advisory first reported a position in OSK in Q1 2021 and held it in 2 quarters. The position peaked at $298K in Q2 2021. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • Gladstone Institutional Advisory reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,390 Oshkosh shares in Q3 2021, an estimated $298K.
  • Gladstone Institutional Advisory first reported a position in Oshkosh in Q1 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Oshkosh position peaked at $298K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.