Icon Advisers’s Oshkosh OSK Stock Holding History

Icon Advisers’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	-30,500	Closed	-$3.06M	–	196
2024 Q3	$3.06M	Hold	30,500	–	–	0.64%	59
2024 Q2	$3.22M	Hold	30,500	–	–	0.73%	55
2024 Q1	$3.76M	Hold	30,500	–	–	0.82%	38
2023 Q4	$3.31M	Hold	30,500	–	–	0.76%	47
2023 Q3	$2.91M	Buy	30,500 +17,500	+135%	+$1.7M	0.72%	47
2023 Q2	$1.13M	Hold	13,000	–	–	0.29%	131
2023 Q1	$1.08M	Sell	13,000 -14,000	-52%	-$1.27M	0.27%	134
2022 Q4	$2.38M	Hold	27,000	–	–	0.61%	59
2022 Q3	$1.9M	Sell	27,000 -12,000	-31%	-$976K	0.52%	69
2022 Q2	$3.2M	Buy	39,000 +5,000	+15%	+$459K	0.74%	51
2022 Q1	$3.42M	Buy	34,000 +10,000	+42%	+$1.12M	0.58%	71
2021 Q4	$2.71M	Hold	24,000	–	–	0.43%	89
2021 Q3	$2.46M	Buy	24,000 +6,000	+33%	+$689K	0.42%	90
2021 Q2	$2.24M	Buy	+18,000	New	+$2.28M	0.37%	106

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Icon Advisers's OSK Position: Q4 2024 in Review

Icon Advisers sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 30,500 shares — an estimated $3.06M sold.

Icon Advisers first reported a position in OSK in Q2 2021 and held it in 14 quarters. The position peaked at $3.76M in Q1 2024. 478 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

Icon Advisers reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
Icon Advisers sold 30,500 Oshkosh shares in Q4 2024, an estimated $3.06M.
Icon Advisers first reported a position in Oshkosh in Q2 2021 and held it in 14 quarters.
Icon Advisers's Oshkosh position peaked at $3.76M in Q1 2024.
478 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Icon Advisers's 13F filing for Q4 2024, filed 13 Feb 2025.