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Reilly Financial Advisors’s Oshkosh OSK Stock Holding History

Reilly 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
2021
Q4 		$16.8M Buy
+148,706
New +$16.3M 1.24% 34

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Reilly Financial Advisors's OSK Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Oshkosh (OSK) in Q4 2021: 148,706 shares worth $16.8M. The stake represents 1.24% of the portfolio and ranks #34 among its holdings.

447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

  • Reilly Financial Advisors held 148,706 shares of Oshkosh worth $16.8M as of Q4 2021.
  • Oshkosh was a new Reilly Financial Advisors position in Q4 2021.
  • Oshkosh made up 1.24% of Reilly Financial Advisors's portfolio in Q4 2021, its #34 holding.
  • 447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.