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Sageworth Trust’s Oshkosh OSK Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-283
Closed -$23.5K – 333
2023
Q1 		$23.5K Hold
283
– – ﹤0.01% 191
2022
Q4 		$25K Hold
283
– – ﹤0.01% 165
2022
Q3 		$20K Hold
283
– – ﹤0.01% 163
2022
Q2 		$23K Hold
283
– – ﹤0.01% 190
2022
Q1 		$28K Hold
283
– – ﹤0.01% 122
2021
Q4 		$32K Sell
283
-943
-77% -$103K ﹤0.01% 139
2021
Q3 		$126K Hold
1,226
– – 0.01% 107
2021
Q2 		$153K Buy
+1,226
New +$155K 0.01% 131

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sageworth Trust's OSK Position: Q2 2023 in Review

Sageworth Trust sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 283 shares — an estimated $23.5K sold.

Sageworth Trust first reported a position in OSK in Q2 2021 and held it in 8 quarters. The position peaked at $153K in Q2 2021. 391 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • Sageworth Trust reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 283 Oshkosh shares in Q2 2023, an estimated $23.5K.
  • Sageworth Trust first reported a position in Oshkosh in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Oshkosh position peaked at $153K in Q2 2021.
  • 391 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.