Heritage Trust’s Oshkosh OSK Stock Holding History

Heritage Trust’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 Q4	–	Sell	-10,053	Closed	-$1.03M	–	247
2021 Q3	$1.03M	Buy	10,053 +6,222	+162%	+$715K	0.14%	129
2021 Q2	$477K	Buy	+3,831	New	+$484K	0.07%	182

Other funds holding OSK

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

Heritage Trust's OSK Position: Q4 2021 in Review

Heritage Trust sold out of Oshkosh (OSK) in Q4 2021, closing a stake of 10,053 shares — an estimated $1.03M sold.

Heritage Trust first reported a position in OSK in Q2 2021 and held it in 2 quarters. The position peaked at $1.03M in Q3 2021. 447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

Heritage Trust reported no remaining Oshkosh position as of Q4 2021 after selling out during the quarter.
Heritage Trust sold 10,053 Oshkosh shares in Q4 2021, an estimated $1.03M.
Heritage Trust first reported a position in Oshkosh in Q2 2021 and held it in 2 quarters.
Heritage Trust's Oshkosh position peaked at $1.03M in Q3 2021.
447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on Heritage Trust's 13F filing for Q4 2021, filed 9 Feb 2022.