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Howe & Rusling’s Oshkosh OSK Stock Holding History

Howe & Rusling’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
-14
Closed -$1K – 1157
2022
Q2 		$1K Sell
14
-16
-53% -$1.47K ﹤0.01% 981
2022
Q1 		$3K Hold
30
– – ﹤0.01% 797
2021
Q4 		$3K Hold
30
– – ﹤0.01% 818
2021
Q3 		$3K Buy
30
+1
+3% +$115 ﹤0.01% 794
2021
Q2 		$4K Hold
29
– – ﹤0.01% 684
2021
Q1 		$3K Hold
29
– – ﹤0.01% 757
2020
Q4 		$2K Buy
29
+6
+26% +$477 ﹤0.01% 819
2020
Q3 		$2K Hold
23
– – ﹤0.01% 728
2020
Q2 		$2K Buy
23
+5
+28% +$341 ﹤0.01% 691
2020
Q1 		$1K Buy
+18
New +$1.41K ﹤0.01% 730

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's OSK Position: Q3 2022 in Review

Howe & Rusling sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 14 shares — an estimated $1K sold.

Howe & Rusling first reported a position in OSK in Q1 2020 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Howe & Rusling reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 14 Oshkosh shares in Q3 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Oshkosh in Q1 2020 and held it in 10 quarters.
  • Howe & Rusling's Oshkosh position peaked at $4K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.