PFO
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Pathstone Family Office’s Oshkosh OSK Stock Holding History

Pathstone Family Office’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
2023
Q3 		$507K Buy
5,315
+1,959
+58% +$190K ﹤0.01% 1025
2023
Q2 		$280K Buy
3,356
+868
+35% +$68.4K ﹤0.01% 986
2023
Q1 		$210K Sell
2,488
-3,578
-59% -$325K ﹤0.01% 1069
2022
Q4 		$487K Buy
6,066
+3,051
+101% +$262K ﹤0.01% 1112
2022
Q3 		$212K Buy
+3,015
New +$245K ﹤0.01% 1328
2019
Q2 		– Sell
-112
Closed -$8K – 827
2019
Q1 		$8K Buy
112
+69
+160% +$5.1K ﹤0.01% 540
2018
Q4 		$3K Buy
+43
New +$2.76K ﹤0.01% 427

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Pathstone Family Office's OSK Position: Q3 2023 in Review

Pathstone Family Office increased its Oshkosh (OSK) stake by 58% in Q3 2023, buying an estimated $190K and bringing the position to 5,315 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Pathstone Family Office first reported a position in OSK in Q4 2018 and has held it in 7 quarters since. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • Pathstone Family Office held 5,315 shares of Oshkosh worth $507K as of Q3 2023.
  • Pathstone Family Office bought 1,959 Oshkosh shares in Q3 2023, an estimated $190K.
  • Oshkosh made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1025 holding.
  • Pathstone Family Office first reported a position in Oshkosh in Q4 2018 and has held it in 7 quarters since.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.