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Polaris Wealth Advisory Group’s Oshkosh OSK Stock Holding History

Polaris Wealth Advisory Group’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
2019
Q2 		– Sell
-247,831
Closed -$19.1M – 169
2019
Q1 		$19.1M Buy
+247,831
New +$18.3M 1.43% 35

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Polaris Wealth Advisory Group's OSK Position: Q2 2019 in Review

Polaris Wealth Advisory Group sold out of Oshkosh (OSK) in Q2 2019, closing a stake of 247,831 shares — an estimated $19.1M sold.

Polaris Wealth Advisory Group first reported a position in OSK in Q1 2019 and held it in 1 quarter. The position peaked at $19.1M in Q1 2019. 408 funds tracked by Wall St. Rank hold OSK as of Q2 2019.

  • Polaris Wealth Advisory Group reported no remaining Oshkosh position as of Q2 2019 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 247,831 Oshkosh shares in Q2 2019, an estimated $19.1M.
  • Polaris Wealth Advisory Group first reported a position in Oshkosh in Q1 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Oshkosh position peaked at $19.1M in Q1 2019.
  • 408 funds tracked by Wall St. Rank held Oshkosh as of Q2 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2019, filed 25 Jul 2019.