KI
OSK icon

Kula Investments’s Oshkosh OSK Stock Holding History

Kula Investments’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
Q1 		$471K Buy
+5,666
New +$514K 0.12% 325

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's OSK Position: Q1 2023 in Review

Kula Investments opened a new position in Oshkosh (OSK) in Q1 2023: 5,666 shares worth $471K. The stake represents 0.12% of the portfolio and ranks #325 among its holdings.

389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

  • Kula Investments held 5,666 shares of Oshkosh worth $471K as of Q1 2023.
  • Oshkosh was a new Kula Investments position in Q1 2023.
  • Oshkosh made up 0.12% of Kula Investments's portfolio in Q1 2023, its #325 holding.
  • 389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.