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Simplicity Solutions’s Oshkosh OSK Stock Holding History

Simplicity Solutions’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
-4,361
Closed -$363K – 1173
2023
Q1 		$363K Buy
4,361
+49
+1% +$4.45K 0.01% 783
2022
Q4 		$380K Buy
+4,312
New +$370K 0.05% 409
2022
Q3 		– Sell
-2,926
Closed -$240K – 689
2022
Q2 		$240K Buy
2,926
+491
+20% +$45.1K 0.03% 506
2022
Q1 		$245K Buy
+2,435
New +$274K 0.03% 541
2020
Q1 		– Sell
-2,523
Closed -$239K – 853
2019
Q4 		$239K Sell
2,523
-863
-25% -$74.4K 0.01% 744
2019
Q3 		$257K Sell
3,386
-109
-3% -$8.34K 0.01% 602
2019
Q2 		$292K Buy
3,495
+772
+28% +$60.8K 0.01% 504
2019
Q1 		$205K Buy
+2,723
New +$201K 0.01% 683
2018
Q4 		– Sell
-3,625
Closed -$258K – 742
2018
Q3 		$258K Buy
3,625
+752
+26% +$54.2K 0.01% 437
2018
Q2 		$202K Buy
+2,873
New +$215K 0.01% 472

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

Simplicity Solutions's OSK Position: Q2 2023 in Review

Simplicity Solutions sold out of Oshkosh (OSK) in Q2 2023, closing a stake of 4,361 shares — an estimated $363K sold.

Simplicity Solutions first reported a position in OSK in Q2 2018 and held it in 10 quarters. The position peaked at $380K in Q4 2022. 392 funds tracked by Wall St. Rank hold OSK as of Q2 2023.

  • Simplicity Solutions reported no remaining Oshkosh position as of Q2 2023 after selling out during the quarter.
  • Simplicity Solutions sold 4,361 Oshkosh shares in Q2 2023, an estimated $363K.
  • Simplicity Solutions first reported a position in Oshkosh in Q2 2018 and held it in 10 quarters.
  • Simplicity Solutions's Oshkosh position peaked at $380K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Oshkosh as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.