R.H. Bluestein & Co’s Oshkosh OSK Stock Holding History

R.H. Bluestein & Co’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	$636K	Sell	9,050 -9,650	-52%	-$785K	0.04%	125
2022 Q2	$1.54M	Buy	18,700 +14,700	+368%	+$1.35M	0.09%	78
2022 Q1	$403K	Sell	4,000 -1,000	-20%	-$112K	0.02%	233
2021 Q4	$564K	Hold	5,000	–	–	0.02%	197
2021 Q3	$512K	Hold	5,000	–	–	0.02%	209
2021 Q2	$623K	Sell	5,000 -4,750	-49%	-$601K	0.02%	193
2021 Q1	$1.16M	Buy	9,750 +2,500	+34%	+$259K	0.05%	94
2020 Q4	$624K	Sell	7,250 -750	-9%	-$59.7K	0.03%	159
2020 Q3	$588K	Buy	8,000 +1,000	+14%	+$77K	0.03%	139
2020 Q2	$501K	Buy	7,000 +2,000	+40%	+$137K	0.03%	152
2020 Q1	$322K	Buy	5,000 +1,000	+25%	+$78.4K	0.03%	169
2019 Q4	$379K	Hold	4,000	–	–	0.02%	214
2019 Q3	$303K	Hold	4,000	–	–	0.02%	242
2019 Q2	$334K	Sell	4,000 -1,000	-20%	-$78.7K	0.02%	216
2019 Q1	$376K	Buy	5,000 +1,000	+25%	+$73.9K	0.02%	174
2018 Q4	$245K	Sell	4,000 -10,800	-73%	-$692K	0.02%	226
2018 Q3	$1.05M	Buy	14,800 +9,900	+202%	+$713K	0.05%	78
2018 Q2	$345K	Sell	4,900 -600	-11%	-$44.8K	0.02%	209
2018 Q1	$425K	Sell	5,500 -3,400	-38%	-$290K	0.02%	180
2017 Q4	$809K	Sell	8,900 -7,350	-45%	-$644K	0.04%	98
2017 Q3	$1.34M	Buy	16,250 +11,250	+225%	+$826K	0.07%	67
2017 Q2	$344K	Hold	5,000	–	–	0.02%	200
2017 Q1	$343K	Sell	5,000 -2,500	-33%	-$172K	0.02%	213
2016 Q4	$485K	Hold	7,500	–	–	0.03%	127
2016 Q3	$420K	Buy	7,500 +2,500	+50%	+$132K	0.03%	130
2016 Q2	$239K	Sell	5,000 -5,000	-50%	-$222K	0.02%	233
2016 Q1	$409K	Buy	+10,000	New	+$354K	0.03%	148

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

R.H. Bluestein & Co's OSK Position: Q3 2022 in Review

R.H. Bluestein & Co reduced its Oshkosh (OSK) stake by 52% in Q3 2022, selling an estimated $785K and leaving 9,050 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #125.

R.H. Bluestein & Co first reported a position in OSK in Q1 2016 and has held it in 27 quarters since. The position peaked at $1.54M in Q2 2022. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

R.H. Bluestein & Co held 9,050 shares of Oshkosh worth $636K as of Q3 2022.
R.H. Bluestein & Co sold 9,650 Oshkosh shares in Q3 2022, an estimated $785K.
Oshkosh made up 0.04% of R.H. Bluestein & Co's portfolio in Q3 2022, its #125 holding.
R.H. Bluestein & Co first reported a position in Oshkosh in Q1 2016 and has held it in 27 quarters since.
R.H. Bluestein & Co's Oshkosh position peaked at $1.54M in Q2 2022.
370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.