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Lenox Wealth Advisors’s Oshkosh OSK Stock Holding History

Lenox 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
2022
Q1 		$2K Buy
+19
New +$2.13K ﹤0.01% 655
2020
Q2 		– Sell
-30
Closed -$2K – 737
2020
Q1 		$2K Hold
30
– – ﹤0.01% 604
2019
Q4 		$3K Hold
30
– – ﹤0.01% 555
2019
Q3 		$2K Buy
+30
New +$2.3K ﹤0.01% 516

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lenox Wealth Advisors's OSK Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in Oshkosh (OSK) in Q1 2022: 19 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #655 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in OSK as recently as Q1 2020.

Lenox Wealth Advisors first reported a position in OSK in Q3 2019 and has held it in 4 quarters since. The position peaked at $3K in Q4 2019. 444 funds tracked by Wall St. Rank hold OSK as of Q1 2022.

  • Lenox Wealth Advisors held 19 shares of Oshkosh worth $2K as of Q1 2022.
  • Oshkosh was a new Lenox Wealth Advisors position in Q1 2022.
  • Oshkosh made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #655 holding.
  • Lenox Wealth Advisors first reported a position in Oshkosh in Q3 2019 and has held it in 4 quarters since.
  • Lenox Wealth Advisors's Oshkosh position peaked at $3K in Q4 2019.
  • 444 funds tracked by Wall St. Rank held Oshkosh as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.