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Institutional & Family Asset Management’s Oshkosh OSK Stock Holding History

Institutional & Family Asset 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
2022
Q1 		– Sell
-49
Closed -$6K – 819
2021
Q4 		$6K Hold
49
– – ﹤0.01% 533
2021
Q3 		$5K Hold
49
– – ﹤0.01% 668
2021
Q2 		$6K Hold
49
– – ﹤0.01% 684
2021
Q1 		$6K Hold
49
– – ﹤0.01% 662
2020
Q4 		$4K Buy
+49
New +$3.9K ﹤0.01% 677

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's OSK Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of Oshkosh (OSK) in Q1 2022, closing a stake of 49 shares — an estimated $6K sold.

Institutional & Family Asset Management first reported a position in OSK in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 444 funds tracked by Wall St. Rank hold OSK as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining Oshkosh position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 49 Oshkosh shares in Q1 2022, an estimated $6K.
  • Institutional & Family Asset Management first reported a position in Oshkosh in Q4 2020 and held it in 5 quarters.
  • Institutional & Family Asset Management's Oshkosh position peaked at $6K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Oshkosh as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.