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Prospera Financial Services’s Oshkosh OSK Stock Holding History

Prospera Financial Services’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
Q3 		– Sell
-2,290
Closed -$248K – 1179
2024
Q2 		$248K Buy
2,290
+149
+7% +$17.2K 0.01% 990
2024
Q1 		$267K Buy
+2,141
New +$238K 0.01% 940
2022
Q3 		– Sell
-102
Closed -$8K – 1366
2022
Q2 		$8K Sell
102
-11
-10% -$1.01K ﹤0.01% 1395
2022
Q1 		$11K Buy
+113
New +$12.7K ﹤0.01% 2002
2021
Q4 		– Sell
-3,045
Closed -$312K – 892
2021
Q3 		$312K Sell
3,045
-996
-25% -$114K 0.02% 652
2021
Q2 		$504K Buy
+4,041
New +$511K 0.03% 533
2020
Q4 		– Sell
-2,025
Closed -$149K – 1285
2020
Q3 		$149K Buy
+2,025
New +$156K 0.06% 306

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

Prospera Financial Services's OSK Position: Q3 2024 in Review

Prospera Financial Services sold out of Oshkosh (OSK) in Q3 2024, closing a stake of 2,290 shares — an estimated $248K sold.

Prospera Financial Services first reported a position in OSK in Q3 2020 and held it in 7 quarters. The position peaked at $504K in Q2 2021. 494 funds tracked by Wall St. Rank hold OSK as of Q3 2024.

  • Prospera Financial Services reported no remaining Oshkosh position as of Q3 2024 after selling out during the quarter.
  • Prospera Financial Services sold 2,290 Oshkosh shares in Q3 2024, an estimated $248K.
  • Prospera Financial Services first reported a position in Oshkosh in Q3 2020 and held it in 7 quarters.
  • Prospera Financial Services's Oshkosh position peaked at $504K in Q2 2021.
  • 494 funds tracked by Wall St. Rank held Oshkosh as of Q3 2024.

Based on Prospera Financial Services's 13F filing for Q3 2024, filed 7 Nov 2024.