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Money Concepts Capital’s Oshkosh OSK Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-321
Closed -$28.3K – 2120
2022
Q4 		$28.3K Buy
321
+299
+1,359% +$25.7K ﹤0.01% 1502
2022
Q3 		$2K Buy
22
+12
+120% +$976 ﹤0.01% 1398
2022
Q2 		$1K Sell
10
-438
-98% -$40.2K ﹤0.01% 1385
2022
Q1 		$45K Buy
+448
New +$50.3K ﹤0.01% 1282

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's OSK Position: Q1 2023 in Review

Money Concepts Capital sold out of Oshkosh (OSK) in Q1 2023, closing a stake of 321 shares — an estimated $28.3K sold.

Money Concepts Capital first reported a position in OSK in Q1 2022 and held it in 4 quarters. The position peaked at $45K in Q1 2022. 389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

  • Money Concepts Capital reported no remaining Oshkosh position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 321 Oshkosh shares in Q1 2023, an estimated $28.3K.
  • Money Concepts Capital first reported a position in Oshkosh in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Oshkosh position peaked at $45K in Q1 2022.
  • 389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.