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O'Neil Global Advisors’s Oshkosh OSK Stock Holding History

O'Neil Global Advisors’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
Q2 		– Sell
-2,370
Closed -$296K – 64
2024
Q1 		$296K Buy
2,370
+160
+7% +$17.8K 0.37% 22
2023
Q4 		$240K Sell
2,210
-4,238
-66% -$410K 0.14% 46
2023
Q3 		$615K Buy
+6,448
New +$625K 0.56% 23

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

O'Neil Global Advisors's OSK Position: Q2 2024 in Review

O'Neil Global Advisors sold out of Oshkosh (OSK) in Q2 2024, closing a stake of 2,370 shares — an estimated $296K sold.

O'Neil Global Advisors first reported a position in OSK in Q3 2023 and held it in 3 quarters. The position peaked at $615K in Q3 2023. 469 funds tracked by Wall St. Rank hold OSK as of Q2 2024.

  • O'Neil Global Advisors reported no remaining Oshkosh position as of Q2 2024 after selling out during the quarter.
  • O'Neil Global Advisors sold 2,370 Oshkosh shares in Q2 2024, an estimated $296K.
  • O'Neil Global Advisors first reported a position in Oshkosh in Q3 2023 and held it in 3 quarters.
  • O'Neil Global Advisors's Oshkosh position peaked at $615K in Q3 2023.
  • 469 funds tracked by Wall St. Rank held Oshkosh as of Q2 2024.

Based on O'Neil Global Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.