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MPS Loria Financial Planners’s Oshkosh OSK Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-111
Closed -$13K – 436
2021
Q1 		$13K Hold
111
– – 0.01% 274
2020
Q4 		$9K Buy
111
+1
+0.9% +$80 ﹤0.01% 311
2020
Q3 		$8K Hold
110
– – ﹤0.01% 250
2020
Q2 		$8K Buy
+110
New +$7.51K ﹤0.01% 263
2017
Q3 		– Sell
-105
Closed -$8K – 264
2017
Q2 		$8K Buy
+105
New +$7.07K 0.01% 308

Other funds holding OSK

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MPS Loria Financial Planners's OSK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Oshkosh (OSK) in Q2 2021, closing a stake of 111 shares — an estimated $13K sold.

MPS Loria Financial Planners first reported a position in OSK in Q2 2017 and held it in 5 quarters. The position peaked at $13K in Q1 2021. 452 funds tracked by Wall St. Rank hold OSK as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Oshkosh position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 111 Oshkosh shares in Q2 2021, an estimated $13K.
  • MPS Loria Financial Planners first reported a position in Oshkosh in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Oshkosh position peaked at $13K in Q1 2021.
  • 452 funds tracked by Wall St. Rank held Oshkosh as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.