ST
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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 $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return