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Patriot Financial Group Insurance Agency’s Oshkosh OSK Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-100
Closed -$8K – 1465
2022
Q2 		$8K Hold
100
– – ﹤0.01% 1341
2022
Q1 		$10K Hold
100
– – ﹤0.01% 1370
2021
Q4 		$11K Hold
100
– – ﹤0.01% 1462
2021
Q3 		$10K Hold
100
– – ﹤0.01% 1488
2021
Q2 		$12K Hold
100
– – ﹤0.01% 1379
2021
Q1 		$12K Hold
100
– – ﹤0.01% 1300
2020
Q4 		$9K Hold
100
– – ﹤0.01% 1262
2020
Q3 		$7K Hold
100
– – ﹤0.01% 1142
2020
Q2 		$7K Buy
100
+15
+18% +$1.02K ﹤0.01% 1093
2020
Q1 		$5K Buy
+85
New +$6.67K ﹤0.01% 1084

Other funds holding OSK

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's OSK Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 100 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in OSK in Q1 2020 and held it in 10 quarters. The position peaked at $12K in Q2 2021. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 100 Oshkosh shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Oshkosh in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Oshkosh position peaked at $12K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.