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Kaizen Financial Strategies’s Oshkosh OSK Stock Holding History

Kaizen Financial Strategies’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
Q2 		– Sell
-2,650
Closed -$220K – 118
2023
Q1 		$220K Sell
2,650
-50
-2% -$4.54K 0.22% 93
2022
Q4 		$256K Buy
+2,700
New +$232K 0.25% 93

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kaizen Financial Strategies's OSK Position: Q2 2023 in Review

Kaizen Financial Strategies sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 2,650 shares — an estimated $220K sold.

Kaizen Financial Strategies first reported a position in OSK in Q4 2022 and held it in 2 quarters. The position peaked at $256K in Q4 2022. 392 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • Kaizen Financial Strategies reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,650 Oshkosh shares in Q2 2023, an estimated $220K.
  • Kaizen Financial Strategies first reported a position in Oshkosh in Q4 2022 and held it in 2 quarters.
  • Kaizen Financial Strategies's Oshkosh position peaked at $256K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on Kaizen Financial Strategies's 13F filing for Q2 2023, filed 8 Aug 2023.