SNT
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Security National Trust’s Oshkosh OSK Stock Holding History

Security National 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
2021
Q1 		– Sell
-59
Closed -$5K – 411
2020
Q4 		$5K Hold
59
– – ﹤0.01% 381
2020
Q3 		$4K Hold
59
– – ﹤0.01% 383
2020
Q2 		$4K Hold
59
– – ﹤0.01% 382
2020
Q1 		$4K Buy
+59
New +$4.63K ﹤0.01% 415

Other funds holding OSK

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Security National Trust's OSK Position: Q1 2021 in Review

Security National Trust sold out of Oshkosh (OSK) in Q1 2021, closing a stake of 59 shares — an estimated $5K sold.

Security National Trust first reported a position in OSK in Q1 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 428 funds tracked by Wall St. Rank hold OSK as of Q1 2021.

  • Security National Trust reported no remaining Oshkosh position as of Q1 2021 after selling out during the quarter.
  • Security National Trust sold 59 Oshkosh shares in Q1 2021, an estimated $5K.
  • Security National Trust first reported a position in Oshkosh in Q1 2020 and held it in 4 quarters.
  • Security National Trust's Oshkosh position peaked at $5K in Q4 2020.
  • 428 funds tracked by Wall St. Rank held Oshkosh as of Q1 2021.

Based on Security National Trust's 13F filing for Q1 2021, filed 4 May 2021.