Halpern Financial’s Oshkosh OSK Stock Holding History

Halpern Financial’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	-7	Closed	-$575	–	286
2022 Q2	$575	Buy	+7	New	+$643	﹤0.01%	297

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's OSK Position: Q3 2022 in Review

Halpern Financial sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 7 shares — an estimated $575 sold.

Halpern Financial first reported a position in OSK in Q2 2022 and held it in 1 quarter. The position peaked at $575 in Q2 2022. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

Halpern Financial reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 7 Oshkosh shares in Q3 2022, an estimated $575.
Halpern Financial first reported a position in Oshkosh in Q2 2022 and held it in 1 quarter.
Halpern Financial's Oshkosh position peaked at $575 in Q2 2022.
370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.