Next Financial Group’s Oshkosh OSK Stock Holding History

Next Financial 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
2021 Q4	$30K	Sell	272 -25	-8%	-$2.73K	﹤0.01%	1720
2021 Q3	$31K	Buy	297 +11	+4%	+$1.26K	﹤0.01%	1629
2021 Q2	$36K	Buy	286 +2	+0.7%	+$253	﹤0.01%	1523
2021 Q1	$34K	Sell	284 -1	-0.4%	-$104	﹤0.01%	1439
2020 Q4	$24K	Buy	285 +15	+6%	+$1.19K	﹤0.01%	1480
2020 Q3	$20K	Buy	+270	New	+$20.8K	﹤0.01%	1407
2020 Q2	–	Sell	-270	Closed	-$17K	–	1492
2020 Q1	$17K	Sell	270 -814	-75%	-$63.8K	﹤0.01%	1341
2019 Q4	$103K	Buy	1,084 +168	+18%	+$14.5K	0.01%	931
2019 Q3	$69K	Buy	916 +266	+41%	+$20.4K	0.01%	1035
2019 Q2	$54K	Buy	+650	New	+$51.2K	0.01%	1137
2019 Q1	–	Sell	-650	Closed	-$40K	–	1981
2018 Q4	$40K	Buy	+650	New	+$41.7K	0.01%	873
2015 Q1	–	Sell	-100	Closed	-$5K	–	1928
2014 Q4	$5K	Hold	100	–	–	﹤0.01%	1500
2014 Q3	$4K	Buy	+100	New	+$4.97K	﹤0.01%	2158

Other funds holding OSK

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's OSK Position: Q4 2021 in Review

Next Financial Group reduced its Oshkosh (OSK) stake by 8.4% in Q4 2021, selling an estimated $2.73K and leaving 272 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Next Financial Group first reported a position in OSK in Q3 2014 and has held it in 13 quarters since. The position peaked at $103K in Q4 2019. 447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

Next Financial Group held 272 shares of Oshkosh worth $30K as of Q4 2021.
Next Financial Group sold 25 Oshkosh shares in Q4 2021, an estimated $2.73K.
Oshkosh made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1720 holding.
Next Financial Group first reported a position in Oshkosh in Q3 2014 and has held it in 13 quarters since.
Next Financial Group's Oshkosh position peaked at $103K in Q4 2019.
447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.