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ICA Group Wealth Management’s Oshkosh OSK Stock Holding History

ICA 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
2023
Q2 		– Sell
-1,152
Closed -$95.8K – 1391
2023
Q1 		$95.8K Hold
1,152
– – 0.02% 342
2022
Q4 		$102K Sell
1,152
-3,525
-75% -$302K 0.02% 360
2022
Q3 		$329K Buy
4,677
+15
+0.3% +$1.22K 0.07% 250
2022
Q2 		$396K Hold
4,662
– – 0.07% 228
2022
Q1 		$448K Buy
+4,662
New +$524K 0.09% 204

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ICA Group Wealth Management's OSK Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 1,152 shares — an estimated $95.8K sold.

ICA Group Wealth Management first reported a position in OSK in Q1 2022 and held it in 5 quarters. The position peaked at $448K in Q1 2022. 392 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 1,152 Oshkosh shares in Q2 2023, an estimated $95.8K.
  • ICA Group Wealth Management first reported a position in Oshkosh in Q1 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Oshkosh position peaked at $448K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.