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JP Morgan Private Wealth Advisors’s Oshkosh OSK Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$1.13M Sell
11,856
-1,411
-11% -$137K ﹤0.01% 929
2023
Q2 		$1.15M Sell
13,267
-22,045
-62% -$1.74M 0.01% 725
2023
Q1 		$2.94M Buy
35,312
+210
+0.6% +$19.1K 0.01% 747
2022
Q4 		$3.1M Buy
35,102
+3,295
+10% +$283K 0.01% 714
2022
Q3 		$2.24M Sell
31,807
-4,376
-12% -$356K 0.01% 804
2022
Q2 		$2.97M Buy
36,183
+5,993
+20% +$550K 0.01% 717
2022
Q1 		$3.04M Buy
30,190
+19,426
+180% +$2.18M 0.01% 765
2021
Q4 		$1.21M Buy
10,764
+2,022
+23% +$221K ﹤0.01% 1147
2021
Q3 		$895K Sell
8,742
-1,744
-17% -$200K ﹤0.01% 1268
2021
Q2 		$1.31M Buy
10,486
+8,478
+422% +$1.07M ﹤0.01% 1069
2021
Q1 		$238K Sell
2,008
-16,175
-89% -$1.68M ﹤0.01% 1616
2020
Q4 		$1.56M Buy
18,183
+2,723
+18% +$217K 0.01% 841
2020
Q3 		$1.14M Buy
15,460
+4,388
+40% +$338K ﹤0.01% 838
2020
Q2 		$793K Buy
11,072
+4,266
+63% +$291K ﹤0.01% 896
2020
Q1 		$438K Buy
6,806
+4,407
+184% +$346K ﹤0.01% 981
2019
Q4 		$227K Buy
+2,399
New +$207K ﹤0.01% 1351
2019
Q1 		– Sell
-3,599
Closed -$221K – 1498
2018
Q4 		$221K Buy
+3,599
New +$231K ﹤0.01% 1299
2014
Q3 		– Sell
-3,600
Closed -$200K – 1094
2014
Q2 		$200K Sell
3,600
-3,285
-48% -$182K ﹤0.01% 832
2014
Q1 		$406K Sell
6,885
-842
-11% -$46.2K 0.01% 636
2013
Q4 		$389K Buy
+7,727
New +$385K 0.01% 496

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OSK Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Oshkosh (OSK) stake by 11% in Q3 2023, selling an estimated $137K and leaving 11,856 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #929.

JP Morgan Private Wealth Advisors first reported a position in OSK in Q4 2013 and has held it in 20 quarters since. The position peaked at $3.1M in Q4 2022. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 11,856 shares of Oshkosh worth $1.13M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,411 Oshkosh shares in Q3 2023, an estimated $137K.
  • Oshkosh made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #929 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Oshkosh in Q4 2013 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Oshkosh position peaked at $3.1M in Q4 2022.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.