KPW
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Kore Private Wealth’s Oshkosh OSK Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-150
Closed -$10K – 840
2020
Q2 		$10K Buy
150
+56
+60% +$3.82K ﹤0.01% 787
2020
Q1 		$6K Hold
94
– – ﹤0.01% 778
2019
Q4 		$9K Buy
+94
New +$8.1K ﹤0.01% 767
2019
Q2 		– Sell
-94
Closed -$7K – 619
2019
Q1 		$7K Buy
+94
New +$6.95K ﹤0.01% 713

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Kore Private Wealth's OSK Position: Q3 2020 in Review

Kore Private Wealth sold out of Oshkosh (OSK) in Q3 2020, closing a stake of 150 shares — an estimated $10K sold.

Kore Private Wealth first reported a position in OSK in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2020. 360 funds tracked by Wall St. Rank hold OSK as of Q3 2020.

  • Kore Private Wealth reported no remaining Oshkosh position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 150 Oshkosh shares in Q3 2020, an estimated $10K.
  • Kore Private Wealth first reported a position in Oshkosh in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's Oshkosh position peaked at $10K in Q2 2020.
  • 360 funds tracked by Wall St. Rank held Oshkosh as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.