Lido Advisors
OSK icon

Lido Advisors’s Oshkosh OSK Stock Holding History

Lido 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
2024
Q4 		– Sell
-5,231
Closed -$524K – 1572
2024
Q3 		$524K Buy
5,231
+641
+14% +$66.8K ﹤0.01% 940
2024
Q2 		$497K Buy
4,590
+235
+5% +$27.2K ﹤0.01% 930
2024
Q1 		$543K Sell
4,355
-183
-4% -$20.4K ﹤0.01% 875
2023
Q4 		$492K Buy
+4,538
New +$439K ﹤0.01% 868

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lido Advisors's OSK Position: Q4 2024 in Review

Lido Advisors sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 5,231 shares — an estimated $524K sold.

Lido Advisors first reported a position in OSK in Q4 2023 and held it in 4 quarters. The position peaked at $543K in Q1 2024. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • Lido Advisors reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • Lido Advisors sold 5,231 Oshkosh shares in Q4 2024, an estimated $524K.
  • Lido Advisors first reported a position in Oshkosh in Q4 2023 and held it in 4 quarters.
  • Lido Advisors's Oshkosh position peaked at $543K in Q1 2024.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Lido Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.