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Jamison Private Wealth Management’s Oshkosh OSK Stock Holding History

Jamison Private 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
Q4 		– Sell
-205
Closed -$19.6K – 406
2023
Q3 		$19.6K Buy
+205
New +$19.9K ﹤0.01% 271

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's OSK Position: Q4 2023 in Review

Jamison Private Wealth Management sold out of Oshkosh (OSK) in Q4 2023, closing a stake of 205 shares — an estimated $19.6K sold.

Jamison Private Wealth Management first reported a position in OSK in Q3 2023 and held it in 1 quarter. The position peaked at $19.6K in Q3 2023. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • Jamison Private Wealth Management reported no remaining Oshkosh position as of Q4 2023 after selling out during the quarter.
  • Jamison Private Wealth Management sold 205 Oshkosh shares in Q4 2023, an estimated $19.6K.
  • Jamison Private Wealth Management first reported a position in Oshkosh in Q3 2023 and held it in 1 quarter.
  • Jamison Private Wealth Management's Oshkosh position peaked at $19.6K in Q3 2023.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on Jamison Private Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.