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Sonora Investment Management’s Oshkosh OSK Stock Holding History

Sonora Investment Management’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
Q3 		– Sell
-14
Closed -$2K – 1105
2021
Q2 		$2K Buy
+14
New +$1.77K ﹤0.01% 904
2019
Q3 		– Sell
-21
Closed -$2K – 1792
2019
Q2 		$2K Buy
+21
New +$1.65K ﹤0.01% 1576

Other funds holding OSK

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sonora Investment Management's OSK Position: Q3 2021 in Review

Sonora Investment Management sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 14 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in OSK in Q2 2019 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • Sonora Investment Management reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • Sonora Investment Management sold 14 Oshkosh shares in Q3 2021, an estimated $2K.
  • Sonora Investment Management first reported a position in Oshkosh in Q2 2019 and held it in 2 quarters.
  • Sonora Investment Management's Oshkosh position peaked at $2K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.