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Liberty Wealth Management’s Oshkosh OSK Stock Holding History

Liberty Wealth Management’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
2021
Q2 		– Sell
-5
Closed – – 1149
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1016
2020
Q4 		$0 Buy
+5
New +$398 ﹤0.01% 1041
2020
Q2 		– Sell
-19
Closed -$1K – 949
2020
Q1 		$1K Buy
+19
New +$1.49K ﹤0.01% 831

Other funds holding OSK

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Liberty Wealth Management's OSK Position: Q2 2021 in Review

Liberty Wealth Management sold out of Oshkosh (OSK) in Q2 2021, closing a stake of 5 shares.

Liberty Wealth Management first reported a position in OSK in Q1 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 452 funds tracked by Wall St. Rank hold OSK as of Q2 2021.

  • Liberty Wealth Management reported no remaining Oshkosh position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 5 Oshkosh shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Oshkosh in Q1 2020 and held it in 3 quarters.
  • Liberty Wealth Management's Oshkosh position peaked at $1K in Q1 2020.
  • 452 funds tracked by Wall St. Rank held Oshkosh as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.