Level Financial Advisors’s Oshkosh OSK Stock Holding History

Level 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
2023 Q1	–	Sell	-12	Closed	-$1K	–	283
2022 Q4	$1K	Buy	+12	New	+$1.03K	﹤0.01%	261

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Level Financial Advisors's OSK Position: Q1 2023 in Review

Level Financial Advisors sold out of Oshkosh (OSK) in Q1 2023, closing a stake of 12 shares — an estimated $1K sold.

Level Financial Advisors first reported a position in OSK in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

Level Financial Advisors reported no remaining Oshkosh position as of Q1 2023 after selling out during the quarter.
Level Financial Advisors sold 12 Oshkosh shares in Q1 2023, an estimated $1K.
Level Financial Advisors first reported a position in Oshkosh in Q4 2022 and held it in 1 quarter.
Level Financial Advisors's Oshkosh position peaked at $1K in Q4 2022.
389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Level Financial Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.