McKinley Carter Wealth Services’s Oshkosh OSK Stock Holding History

McKinley Carter Wealth Services’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
2018 Q2	–	Sell	-4,000	Closed	-$309K	–	314
2018 Q1	$309K	Hold	4,000	–	–	0.1%	127
2017 Q4	$364K	Hold	4,000	–	–	0.13%	112
2017 Q3	$330K	Hold	4,000	–	–	0.13%	115
2017 Q2	$276K	Hold	4,000	–	–	0.12%	108
2017 Q1	$274K	Hold	4,000	–	–	0.13%	104
2016 Q4	$258K	Hold	4,000	–	–	0.13%	105
2016 Q3	$224K	Buy	+4,000	New	+$211K	0.12%	112
2014 Q3	–	Sell	-4,000	Closed	-$222K	–	99
2014 Q2	$222K	Hold	4,000	–	–	0.23%	83
2014 Q1	$235K	Hold	4,000	–	–	0.26%	82
2013 Q4	$202K	Buy	+4,000	New	+$199K	0.2%	112

Other funds holding OSK

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

McKinley Carter Wealth Services's OSK Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Oshkosh (OSK) in Q2 2018, closing a stake of 4,000 shares — an estimated $309K sold.

McKinley Carter Wealth Services first reported a position in OSK in Q4 2013 and held it in 10 quarters. The position peaked at $364K in Q4 2017. 382 funds tracked by Wall St. Rank hold OSK as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Oshkosh position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 4,000 Oshkosh shares in Q2 2018, an estimated $309K.
McKinley Carter Wealth Services first reported a position in Oshkosh in Q4 2013 and held it in 10 quarters.
McKinley Carter Wealth Services's Oshkosh position peaked at $364K in Q4 2017.
382 funds tracked by Wall St. Rank held Oshkosh as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.