LM Advisors’s Oshkosh OSK Stock Holding History

LM 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 Q1	–	Sell	-13	Closed	-$1.41K	–	569
2023 Q4	$1.41K	Buy	+13	New	+$1.26K	﹤0.01%	680

Other funds holding OSK

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

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

LM Advisors's OSK Position: Q1 2024 in Review

LM Advisors sold out of Oshkosh (OSK) in Q1 2024, closing a stake of 13 shares — an estimated $1.41K sold.

LM Advisors first reported a position in OSK in Q4 2023 and held it in 1 quarter. The position peaked at $1.41K in Q4 2023. 457 funds tracked by Wall St. Rank hold OSK as of Q1 2024.

LM Advisors reported no remaining Oshkosh position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 13 Oshkosh shares in Q1 2024, an estimated $1.41K.
LM Advisors first reported a position in Oshkosh in Q4 2023 and held it in 1 quarter.
LM Advisors's Oshkosh position peaked at $1.41K in Q4 2023.
457 funds tracked by Wall St. Rank held Oshkosh as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.