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Measured Wealth Private Client Group’s Oshkosh OSK Stock Holding History

Measured Wealth Private Client Group’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
Q3 		– Sell
-4,331
Closed -$469K – 196
2024
Q2 		$469K Buy
4,331
+1,176
+37% +$136K 0.16% 95
2024
Q1 		$393K Buy
3,155
+1,106
+54% +$123K 0.14% 113
2023
Q4 		$222K Buy
+2,049
New +$198K 0.08% 166
2022
Q2 		– Sell
-2,159
Closed -$217K – 194
2022
Q1 		$217K Buy
+2,159
New +$243K 0.08% 160

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Measured Wealth Private Client Group's OSK Position: Q3 2024 in Review

Measured Wealth Private Client Group sold out of Oshkosh (OSK) in Q3 2024, closing a stake of 4,331 shares — an estimated $469K sold.

Measured Wealth Private Client Group first reported a position in OSK in Q1 2022 and held it in 4 quarters. The position peaked at $469K in Q2 2024. 494 funds tracked by Wall St. Rank hold OSK as of Q3 2024.

  • Measured Wealth Private Client Group reported no remaining Oshkosh position as of Q3 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 4,331 Oshkosh shares in Q3 2024, an estimated $469K.
  • Measured Wealth Private Client Group first reported a position in Oshkosh in Q1 2022 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Oshkosh position peaked at $469K in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Oshkosh as of Q3 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2024, filed 28 Oct 2024.