Johnson Financial Group Inc (Wisconsin)’s Oshkosh OSK Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-5	Closed	-$624	–	923
2024 Q1	$624	Hold	5	–	–	﹤0.01%	705
2023 Q4	$543	Buy	+5	New	+$483	﹤0.01%	827
2023 Q2	–	Sell	-260	Closed	-$21.6K	–	685
2023 Q1	$21.6K	Hold	260	–	–	﹤0.01%	483
2022 Q4	$22.9K	Hold	260	–	–	﹤0.01%	421
2022 Q3	$23K	Sell	260 -1,344	-84%	-$109K	﹤0.01%	426
2022 Q2	$132K	Sell	1,604 -127	-7%	-$11.7K	0.01%	282
2022 Q1	$174K	Sell	1,731 -128	-7%	-$14.4K	0.01%	282
2021 Q4	$210K	Buy	1,859 +255	+16%	+$27.9K	0.01%	272
2021 Q3	$164K	Hold	1,604	–	–	0.01%	279
2021 Q2	$200K	Buy	1,604 +336	+26%	+$42.5K	0.01%	273
2021 Q1	$150K	Buy	1,268 +8	+0.6%	+$829	0.01%	294
2020 Q4	$108K	Sell	1,260 -100	-7%	-$7.96K	0.01%	250
2020 Q3	$100K	Hold	1,360	–	–	0.01%	227
2020 Q2	$97K	Buy	1,360 +260	+24%	+$17.7K	0.01%	217
2020 Q1	$71K	Hold	1,100	–	–	0.01%	260
2019 Q4	$104K	Sell	1,100 -665	-38%	-$57.3K	0.01%	259
2019 Q3	$134K	Buy	1,765 +665	+60%	+$50.9K	0.01%	254
2019 Q2	$92K	Hold	1,100	–	–	0.01%	279
2019 Q1	$83K	Hold	1,100	–	–	0.01%	280
2018 Q4	$67K	Hold	1,100	–	–	0.01%	296
2018 Q3	$78K	Sell	1,100 -50	-4%	-$3.6K	0.01%	283
2018 Q2	$81K	Hold	1,150	–	–	0.01%	282
2018 Q1	$89K	Buy	1,150 +100	+10%	+$8.52K	0.01%	287
2017 Q4	$95K	Hold	1,050	–	–	0.01%	295
2017 Q3	$87K	Hold	1,050	–	–	0.01%	297
2017 Q2	$72K	Hold	1,050	–	–	0.01%	320
2017 Q1	$72K	Sell	1,050 -105	-9%	-$7.22K	0.01%	357
2016 Q4	$75K	Hold	1,155	–	–	0.01%	358
2016 Q3	$65K	Hold	1,155	–	–	0.01%	382
2016 Q2	$55K	Hold	1,155	–	–	0.01%	433
2016 Q1	$47K	Buy	1,155 +40	+4%	+$1.42K	0.01%	387
2015 Q4	$44K	Hold	1,115	–	–	0.01%	396
2015 Q3	$41K	Sell	1,115 -225	-17%	-$8.79K	0.01%	499
2015 Q2	$57K	Buy	1,340 +1,000	+294%	+$50.1K	0.01%	474
2015 Q1	$17K	Buy	340 +275	+423%	+$12.6K	﹤0.01%	631
2014 Q4	$3K	Sell	65 -635	-91%	-$28.8K	﹤0.01%	725
2014 Q3	$31K	Sell	700 -85	-11%	-$4.23K	0.01%	509
2014 Q2	$44K	Buy	785 +85	+12%	+$4.7K	0.01%	475
2014 Q1	$41K	Sell	700 -175	-20%	-$9.6K	0.01%	421
2013 Q4	$44K	Buy	875 +175	+25%	+$8.72K	0.01%	396
2013 Q3	$34K	Hold	700	–	–	0.01%	449
2013 Q2	$27K	Buy	+700	New	+$26.9K	0.01%	486

Other funds holding OSK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

Johnson Financial Group Inc (Wisconsin)'s OSK Position: Q2 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Oshkosh (OSK) in Q2 2024, closing a stake of 5 shares — an estimated $624 sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in OSK in Q2 2013 and held it in 42 quarters. The position peaked at $210K in Q4 2021. 470 funds tracked by Wall St. Rank hold OSK as of Q2 2024.

Johnson Financial Group Inc (Wisconsin) reported no remaining Oshkosh position as of Q2 2024 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 5 Oshkosh shares in Q2 2024, an estimated $624.
Johnson Financial Group Inc (Wisconsin) first reported a position in Oshkosh in Q2 2013 and held it in 42 quarters.
Johnson Financial Group Inc (Wisconsin)'s Oshkosh position peaked at $210K in Q4 2021.
470 funds tracked by Wall St. Rank held Oshkosh as of Q2 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2024, filed 14 Aug 2024.