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Realta Investment Advisors’s Oshkosh OSK Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-41
Closed -$4K – 1049
2019
Q4 		$4K Hold
41
– – ﹤0.01% 1400
2019
Q3 		$3K Sell
41
-196
-83% -$15K ﹤0.01% 1449
2019
Q2 		$19K Buy
+237
New +$18.7K 0.01% 951

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Realta Investment Advisors's OSK Position: Q1 2020 in Review

Realta Investment Advisors sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 41 shares — an estimated $4K sold.

Realta Investment Advisors first reported a position in OSK in Q2 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Realta Investment Advisors reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 41 Oshkosh shares in Q1 2020, an estimated $4K.
  • Realta Investment Advisors first reported a position in Oshkosh in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Oshkosh position peaked at $19K in Q2 2019.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.