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Moran Wealth Management’s Oshkosh OSK Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-8,351
Closed -$723K – 405
2023
Q2 		$723K Buy
8,351
+511
+7% +$40.2K 0.03% 276
2023
Q1 		$652K Buy
7,840
+118
+2% +$10.7K 0.02% 285
2022
Q4 		$681K Buy
+7,722
New +$663K 0.03% 274

Other funds holding OSK

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Moran Wealth Management's OSK Position: Q3 2023 in Review

Moran Wealth Management sold out of Oshkosh (OSK) in Q3 2023, closing a stake of 8,351 shares — an estimated $723K sold.

Moran Wealth Management first reported a position in OSK in Q4 2022 and held it in 3 quarters. The position peaked at $723K in Q2 2023. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • Moran Wealth Management reported no remaining Oshkosh position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 8,351 Oshkosh shares in Q3 2023, an estimated $723K.
  • Moran Wealth Management first reported a position in Oshkosh in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's Oshkosh position peaked at $723K in Q2 2023.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.