Harel Insurance Investments & Financial Services’s Oshkosh OSK Stock Holding History

Harel Insurance Investments & Financial Services’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 Q1	–	Sell	-2,406	Closed	-$263K	–	606
2023 Q4	$263K	Sell	2,406 -21	-0.9%	-$2.03K	﹤0.01%	259
2023 Q3	$233K	Buy	+2,427	New	+$235K	﹤0.01%	287
2022 Q4	–	Sell	-691	Closed	-$49K	–	725
2022 Q3	$49K	Hold	691	–	–	﹤0.01%	509
2022 Q2	$57K	Hold	691	–	–	﹤0.01%	490
2022 Q1	$70K	Hold	691	–	–	﹤0.01%	481
2021 Q4	$77K	Sell	691 -109	-14%	-$11.9K	﹤0.01%	537
2021 Q3	$82K	Hold	800	–	–	﹤0.01%	479
2021 Q2	$325K	Buy	+800	New	+$101K	0.01%	531
2019 Q4	–	Sell	-427	Closed	-$32K	–	536
2019 Q3	$32K	Hold	427	–	–	﹤0.01%	348
2019 Q2	$36K	Buy	427 +2	+0.5%	+$157	﹤0.01%	345
2019 Q1	$32K	Hold	425	–	–	﹤0.01%	312
2018 Q4	$26K	Buy	+425	New	+$27.2K	﹤0.01%	353

Other funds holding OSK

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

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

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

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Harel Insurance Investments & Financial Services's OSK Position: Q1 2024 in Review

Harel Insurance Investments & Financial Services sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 2,406 shares — an estimated $263K sold.

Harel Insurance Investments & Financial Services first reported a position in OSK in Q4 2018 and held it in 12 quarters. The position peaked at $325K in Q2 2021. 457 funds tracked by Wall St. Rank hold OSK as of Q1 2024.

Harel Insurance Investments & Financial Services reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 2,406 Oshkosh shares in Q1 2024, an estimated $263K.
Harel Insurance Investments & Financial Services first reported a position in Oshkosh in Q4 2018 and held it in 12 quarters.
Harel Insurance Investments & Financial Services's Oshkosh position peaked at $325K in Q2 2021.
457 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2024, filed 30 Apr 2024.