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Steward Financial Group’s Oshkosh OSK Stock Holding History

Steward Financial Group’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
Q3 		$5K Buy
+61
New +$5.91K ﹤0.01% 634
2022
Q3 		– Sell
-45
Closed -$3K – 947
2022
Q2 		$3K Sell
45
-149
-77% -$13.7K ﹤0.01% 473
2022
Q1 		$19K Buy
+194
New +$21.8K 0.02% 162

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Steward Financial Group's OSK Position: Q3 2023 in Review

Steward Financial Group opened a new position in Oshkosh (OSK) in Q3 2023: 61 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #634 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OSK as recently as Q2 2022.

Steward Financial Group first reported a position in OSK in Q1 2022 and has held it in 3 quarters since. The position peaked at $19K in Q1 2022. 431 funds tracked by Wall St. Rank hold OSK as of Q3 2023.

  • Steward Financial Group held 61 shares of Oshkosh worth $5K as of Q3 2023.
  • Oshkosh was a new Steward Financial Group position in Q3 2023.
  • Oshkosh made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #634 holding.
  • Steward Financial Group first reported a position in Oshkosh in Q1 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Oshkosh position peaked at $19K in Q1 2022.
  • 431 funds tracked by Wall St. Rank held Oshkosh as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.