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Plante Moran Financial Advisors’s Oshkosh OSK Stock Holding History

Plante Moran Financial 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
2023
Q3 		– Sell
-34
Closed -$2.94K – 838
2023
Q2 		$2.94K Buy
+34
New +$2.68K ﹤0.01% 664
2021
Q2 		– Sell
-62
Closed -$7K – 1050
2021
Q1 		$7K Buy
+62
New +$6.42K ﹤0.01% 714
2019
Q4 		– Sell
-112
Closed -$8K – 858
2019
Q3 		$8K Hold
112
– – ﹤0.01% 631
2019
Q2 		$9K Sell
112
-22
-16% -$1.73K ﹤0.01% 584
2019
Q1 		$10K Hold
134
– – ﹤0.01% 555
2018
Q4 		$8K Sell
134
-2
-1% -$128 ﹤0.01% 539
2018
Q3 		$10K Buy
136
+20
+17% +$1.44K ﹤0.01% 497
2018
Q2 		$8K Buy
+116
New +$8.67K ﹤0.01% 573

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $226B AUM 44.75% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Plante Moran Financial Advisors's OSK Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Oshkosh (OSK) in Q3 2023, closing a stake of 34 shares — an estimated $2.94K sold.

Plante Moran Financial Advisors first reported a position in OSK in Q2 2018 and held it in 8 quarters. The position peaked at $10K in Q1 2019. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Oshkosh position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 34 Oshkosh shares in Q3 2023, an estimated $2.94K.
  • Plante Moran Financial Advisors first reported a position in Oshkosh in Q2 2018 and held it in 8 quarters.
  • Plante Moran Financial Advisors's Oshkosh position peaked at $10K in Q1 2019.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.