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Sowell Financial Services’s Oshkosh OSK Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-733
Closed -$97K – 2043
2021
Q1 		$97K Sell
733
-765
-51% -$79.2K ﹤0.01% 1379
2020
Q4 		$129K Buy
1,498
+537
+56% +$42.7K 0.01% 1057
2020
Q3 		$71K Buy
961
+951
+9,510% +$73.2K ﹤0.01% 1095
2020
Q2 		$1K Sell
10
-33
-77% -$2.25K ﹤0.01% 2347
2020
Q1 		$3K Sell
43
-89
-67% -$6.98K ﹤0.01% 2003
2019
Q4 		$12K Buy
132
+120
+1,000% +$10.3K ﹤0.01% 1630
2019
Q3 		$1K Buy
+12
New +$918 ﹤0.01% 2283
2017
Q1 		– Sell
-3,046
Closed -$210K – 481
2016
Q4 		$210K Buy
+3,046
New +$189K 0.07% 188

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sowell Financial Services's OSK Position: Q2 2021 in Review

Sowell Financial Services sold out of Oshkosh (OSK) in Q2 2021, closing a stake of 733 shares — an estimated $97K sold.

Sowell Financial Services first reported a position in OSK in Q4 2016 and held it in 8 quarters. The position peaked at $210K in Q4 2016. 452 funds tracked by Wall St. Rank hold OSK as of Q2 2021.

  • Sowell Financial Services reported no remaining Oshkosh position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 733 Oshkosh shares in Q2 2021, an estimated $97K.
  • Sowell Financial Services first reported a position in Oshkosh in Q4 2016 and held it in 8 quarters.
  • Sowell Financial Services's Oshkosh position peaked at $210K in Q4 2016.
  • 452 funds tracked by Wall St. Rank held Oshkosh as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.