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Sterling Investment Advisors (Pennsylvania)’s Oshkosh OSK Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-85
Closed -$7K – 375
2022
Q2 		$7K Hold
85
– – ﹤0.01% 432
2022
Q1 		$9K Hold
85
– – ﹤0.01% 445
2021
Q4 		$10K Hold
85
– – ﹤0.01% 437
2021
Q3 		$9K Hold
85
– – ﹤0.01% 444
2021
Q2 		$11K Hold
85
– – ﹤0.01% 418
2021
Q1 		$10K Buy
+85
New +$8.8K ﹤0.01% 409

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s OSK Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 85 shares — an estimated $7K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in OSK in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 85 Oshkosh shares in Q3 2022, an estimated $7K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Oshkosh in Q1 2021 and held it in 6 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Oshkosh position peaked at $11K in Q2 2021.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.