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Harvest Group Wealth Management’s Oshkosh OSK Stock Holding History

Harvest Group Wealth Management’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
2020
Q1 		– Sell
-26
Closed -$2K – 859
2019
Q4 		$2K Hold
26
– – ﹤0.01% 648
2019
Q3 		$2K Buy
+26
New +$1.99K ﹤0.01% 740

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Harvest Group Wealth Management's OSK Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 26 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in OSK in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 26 Oshkosh shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Oshkosh in Q3 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Oshkosh position peaked at $2K in Q4 2019.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.