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

Aristotle Capital Management

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management

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

Fidelity Investments

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

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