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MorganRosel Wealth Management’s Oshkosh OSK Stock Holding History

MorganRosel 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
2019
Q4 		– Sell
-9,149
Closed -$693K – 76
2019
Q3 		$693K Sell
9,149
-308
-3% -$23.6K 0.57% 43
2019
Q2 		$790K Buy
+9,457
New +$744K 0.65% 35

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

MorganRosel Wealth Management's OSK Position: Q4 2019 in Review

MorganRosel Wealth Management sold out of Oshkosh (OSK) in Q4 2019, closing a stake of 9,149 shares — an estimated $693K sold.

MorganRosel Wealth Management first reported a position in OSK in Q2 2019 and held it in 2 quarters. The position peaked at $790K in Q2 2019. 411 funds tracked by Wall St. Rank hold OSK as of Q4 2019.

  • MorganRosel Wealth Management reported no remaining Oshkosh position as of Q4 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 9,149 Oshkosh shares in Q4 2019, an estimated $693K.
  • MorganRosel Wealth Management first reported a position in Oshkosh in Q2 2019 and held it in 2 quarters.
  • MorganRosel Wealth Management's Oshkosh position peaked at $790K in Q2 2019.
  • 411 funds tracked by Wall St. Rank held Oshkosh as of Q4 2019.

Based on MorganRosel Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.