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Loring Wolcott & Coolidge Fiduciary Advisors’s Oshkosh OSK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-54
Closed -$5.63K – 575
2024
Q3 		$5.63K Buy
+54
New +$5.63K ﹤0.01% 523
2023
Q4 		– Sell
-50
Closed -$4.6K – 584
2023
Q3 		$4.6K Hold
50
– – ﹤0.01% 556
2023
Q2 		$4.33K Buy
+50
New +$3.94K ﹤0.01% 580

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 $8.66B AUM 17.37% 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

Loring Wolcott & Coolidge Fiduciary Advisors's OSK Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 54 shares — an estimated $5.63K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OSK in Q2 2023 and held it in 3 quarters. The position peaked at $5.63K in Q3 2024. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 54 Oshkosh shares in Q4 2024, an estimated $5.63K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Oshkosh in Q2 2023 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Oshkosh position peaked at $5.63K in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.