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Schubert & Co’s Oshkosh OSK Stock Holding History

Schubert & 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
2023
Q2 		– Sell
-40
Closed -$3.33K – 1063
2023
Q1 		$3.33K Buy
40
+2
+5% +$181 ﹤0.01% 658
2022
Q4 		$3.35K Sell
38
-2
-5% -$172 ﹤0.01% 597
2022
Q3 		$3K Buy
40
+10
+33% +$813 ﹤0.01% 651
2022
Q2 		$2K Buy
30
+16
+114% +$1.47K ﹤0.01% 843
2022
Q1 		$1K Hold
14
– – ﹤0.01% 845
2021
Q4 		$2K Buy
+14
New +$1.53K ﹤0.01% 421

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 $3.37T AUM 44.26% 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

Schubert & Co's OSK Position: Q2 2023 in Review

Schubert & Co sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 40 shares — an estimated $3.33K sold.

Schubert & Co first reported a position in OSK in Q4 2021 and held it in 6 quarters. The position peaked at $3.35K in Q4 2022. 391 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • Schubert & Co reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 40 Oshkosh shares in Q2 2023, an estimated $3.33K.
  • Schubert & Co first reported a position in Oshkosh in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Oshkosh position peaked at $3.35K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.