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Newbridge Financial Services Group’s Oshkosh OSK Stock Holding History

Newbridge Financial Services Group’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
2024
Q3 		– Sell
-75
Closed -$8.12K – 969
2024
Q2 		$8.12K Buy
+75
New +$8.67K ﹤0.01% 747
2021
Q3 		– Sell
-3
Closed – – 1556
2021
Q2 		$0 Buy
+3
New +$379 ﹤0.01% 1490

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Newbridge Financial Services Group's OSK Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Oshkosh (OSK) in Q3 2024, closing a stake of 75 shares — an estimated $8.12K sold.

Newbridge Financial Services Group first reported a position in OSK in Q2 2021 and held it in 2 quarters. The position peaked at $8.12K in Q2 2024. 494 funds tracked by Wall St. Rank hold OSK as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining Oshkosh position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 75 Oshkosh shares in Q3 2024, an estimated $8.12K.
  • Newbridge Financial Services Group first reported a position in Oshkosh in Q2 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Oshkosh position peaked at $8.12K in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Oshkosh as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.