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Hennessy Advisors Inc’s Oshkosh OSK Stock Holding History

Hennessy Advisors Inc’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
Q4 		– Sell
-339,600
Closed -$34M – 323
2024
Q3 		$34M Buy
339,600
+42,300
+14% +$4.41M 1.09% 22
2024
Q2 		$32.2M Buy
297,300
+45,500
+18% +$5.26M 1.22% 22
2024
Q1 		$31.4M Buy
251,800
+31,100
+14% +$3.46M 1.32% 19
2023
Q4 		$23.9M Buy
+220,700
New +$21.3M 1.21% 20
2018
Q2 		– Sell
-19,110
Closed -$1.48M – 314
2018
Q1 		$1.48M Sell
19,110
-37,590
-66% -$3.2M 0.05% 269
2017
Q4 		$5.15M Hold
56,700
– – 0.16% 144
2017
Q3 		$4.68M Hold
56,700
– – 0.15% 155
2017
Q2 		$3.9M Sell
56,700
-1,100
-2% -$74.1K 0.12% 167
2017
Q1 		$3.96M Buy
+57,800
New +$3.97M 0.12% 178
2014
Q4 		– Sell
-208,500
Closed -$9.21M – 306
2014
Q3 		$9.21M Buy
208,500
+49,500
+31% +$2.46M 0.28% 82
2014
Q2 		$8.83M Buy
159,000
+26,000
+20% +$1.44M 0.27% 84
2014
Q1 		$7.83M Sell
133,000
-2,500
-2% -$137K 0.29% 83
2013
Q4 		$6.83M Hold
135,500
– – 0.28% 101
2013
Q3 		$6.64M Buy
+135,500
New +$6.03M 0.3% 79

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hennessy Advisors Inc's OSK Position: Q4 2024 in Review

Hennessy Advisors Inc sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 339,600 shares — an estimated $34M sold.

Hennessy Advisors Inc first reported a position in OSK in Q3 2013 and held it in 14 quarters. The position peaked at $34M in Q3 2024. 478 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • Hennessy Advisors Inc reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • Hennessy Advisors Inc sold 339,600 Oshkosh shares in Q4 2024, an estimated $34M.
  • Hennessy Advisors Inc first reported a position in Oshkosh in Q3 2013 and held it in 14 quarters.
  • Hennessy Advisors Inc's Oshkosh position peaked at $34M in Q3 2024.
  • 478 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Hennessy Advisors Inc's 13F filing for Q4 2024, filed 15 Jan 2025.