Oakworth Capital’s Oshkosh OSK Stock Holding History

Oakworth Capital’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 Q4	–	Sell	-24	Closed	-$2.4K	–	668
2024 Q3	$2.4K	Hold	24	–	–	﹤0.01%	605
2024 Q2	$2.6K	Hold	24	–	–	﹤0.01%	637
2024 Q1	$2.99K	Hold	24	–	–	﹤0.01%	591
2023 Q4	$2.6K	Buy	+24	New	+$2.32K	﹤0.01%	606

Other funds holding OSK

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

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

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

Oakworth Capital's OSK Position: Q4 2024 in Review

Oakworth Capital sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 24 shares — an estimated $2.4K sold.

Oakworth Capital first reported a position in OSK in Q4 2023 and held it in 4 quarters. The position peaked at $2.99K in Q1 2024. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

Oakworth Capital reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
Oakworth Capital sold 24 Oshkosh shares in Q4 2024, an estimated $2.4K.
Oakworth Capital first reported a position in Oshkosh in Q4 2023 and held it in 4 quarters.
Oakworth Capital's Oshkosh position peaked at $2.99K in Q1 2024.
477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Oakworth Capital's 13F filing for Q4 2024, filed 27 Jan 2025.