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Squar Milner Financial Services’s Oshkosh OSK Stock Holding History

Squar Milner 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
2020
Q2 		– Sell
-1,089
Closed -$70K – 549
2020
Q1 		$70K Hold
1,089
– – 0.04% 328
2019
Q4 		$103K Buy
+1,089
New +$93.8K 0.05% 318
2019
Q3 		– Sell
-923
Closed -$77K – 557
2019
Q2 		$77K Hold
923
– – 0.05% 302
2019
Q1 		$69K Hold
923
– – 0.05% 290
2018
Q4 		$57K Buy
923
+127
+16% +$8.14K 0.05% 277
2018
Q3 		$57K Buy
796
+190
+31% +$13.7K 0.05% 288
2018
Q2 		$43K Buy
+606
New +$45.3K 0.04% 353

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Squar Milner Financial Services's OSK Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Oshkosh (OSK) in Q2 2020, closing a stake of 1,089 shares — an estimated $70K sold.

Squar Milner Financial Services first reported a position in OSK in Q2 2018 and held it in 7 quarters. The position peaked at $103K in Q4 2019. 367 funds tracked by Wall St. Rank hold OSK as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Oshkosh position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 1,089 Oshkosh shares in Q2 2020, an estimated $70K.
  • Squar Milner Financial Services first reported a position in Oshkosh in Q2 2018 and held it in 7 quarters.
  • Squar Milner Financial Services's Oshkosh position peaked at $103K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Oshkosh as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.