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Legacy Financial Advisors’s Oshkosh OSK Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-126
Closed -$9K – 667
2019
Q1 		$9K Hold
126
– – ﹤0.01% 639
2018
Q4 		$8K Buy
126
+71
+129% +$4.55K ﹤0.01% 626
2018
Q3 		$3K Hold
55
– – ﹤0.01% 769
2018
Q2 		$4K Sell
55
-20
-27% -$1.49K ﹤0.01% 739
2018
Q1 		$5K Hold
75
– – ﹤0.01% 643
2017
Q4 		$6K Buy
+75
New +$6.57K ﹤0.01% 606

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Legacy Financial Advisors's OSK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Oshkosh (OSK) in Q2 2019, closing a stake of 126 shares — an estimated $9K sold.

Legacy Financial Advisors first reported a position in OSK in Q4 2017 and held it in 6 quarters. The position peaked at $9K in Q1 2019. 408 funds tracked by Wall St. Rank hold OSK as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Oshkosh position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 126 Oshkosh shares in Q2 2019, an estimated $9K.
  • Legacy Financial Advisors first reported a position in Oshkosh in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Oshkosh position peaked at $9K in Q1 2019.
  • 408 funds tracked by Wall St. Rank held Oshkosh as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.