Naviter Wealth’s Oshkosh OSK Stock Holding History

Naviter Wealth’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
2022 Q2	–	Sell	-32,450	Closed	-$3.27M	–	191
2022 Q1	$3.27M	Buy	32,450 +11,601	+56%	+$1.3M	1.09%	31
2021 Q4	$2.35M	Buy	+20,849	New	+$2.28M	0.7%	41

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Naviter Wealth's OSK Position: Q2 2022 in Review

Naviter Wealth sold out of Oshkosh (OSK) in Q2 2022, closing a stake of 32,450 shares — an estimated $3.27M sold.

Naviter Wealth first reported a position in OSK in Q4 2021 and held it in 2 quarters. The position peaked at $3.27M in Q1 2022. 406 funds tracked by Wall St. Rank hold OSK as of Q2 2022.

Naviter Wealth reported no remaining Oshkosh position as of Q2 2022 after selling out during the quarter.
Naviter Wealth sold 32,450 Oshkosh shares in Q2 2022, an estimated $3.27M.
Naviter Wealth first reported a position in Oshkosh in Q4 2021 and held it in 2 quarters.
Naviter Wealth's Oshkosh position peaked at $3.27M in Q1 2022.
406 funds tracked by Wall St. Rank held Oshkosh as of Q2 2022.

Based on Naviter Wealth's 13F filing for Q2 2022, filed 18 Jul 2022.