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Sutton Wealth Advisors’s Oshkosh OSK Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-2,189
Closed -$193K – 1333
2022
Q4 		$193K Buy
2,189
+1
+0% +$86 0.07% 176
2022
Q3 		$154K Sell
2,188
-2
-0.1% -$163 0.06% 193
2022
Q2 		$180K Sell
2,190
-10
-0.5% -$918 0.07% 175
2022
Q1 		$221K Buy
2,200
+4
+0.2% +$449 0.08% 169
2021
Q4 		$248K Buy
2,196
+8
+0.4% +$874 0.08% 162
2021
Q3 		$224K Hold
2,188
– – 0.08% 168
2021
Q2 		$273K Hold
2,188
– – 0.1% 143
2021
Q1 		$260K Hold
2,188
– – 0.1% 139
2020
Q4 		$188K Hold
2,188
– – 0.08% 162
2020
Q3 		$161K Hold
2,188
– – 0.08% 162
2020
Q2 		$157K Hold
2,188
– – 0.08% 159
2020
Q1 		$141K Hold
2,188
– – 0.09% 160
2019
Q4 		$207K Hold
2,188
– – 0.11% 148
2019
Q3 		$166K Hold
2,188
– – 0.09% 167
2019
Q2 		$183K Hold
2,188
– – 0.1% 151
2019
Q1 		$164K Hold
2,188
– – 0.1% 159
2018
Q4 		$134K Hold
2,188
– – 0.09% 166
2018
Q3 		$156K Hold
2,188
– – 0.1% 151
2018
Q2 		$154K Hold
2,188
– – 0.11% 151
2018
Q1 		$169K Hold
2,188
– – 0.12% 142
2017
Q4 		$199K Hold
2,188
– – 0.15% 125
2017
Q3 		$181K Hold
2,188
– – 0.14% 125
2017
Q2 		$151K Hold
2,188
– – 0.12% 149
2017
Q1 		$150K Hold
2,188
– – 0.13% 142
2016
Q4 		$141K Hold
2,188
– – 0.13% 142
2016
Q3 		$123K Hold
2,188
– – 0.11% 159
2016
Q2 		$104K Hold
2,188
– – 0.1% 172
2016
Q1 		$89.4K Buy
+2,188
New +$77.4K 0.08% 191

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
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

Sutton Wealth Advisors's OSK Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Oshkosh (OSK) in Q1 2023, closing a stake of 2,189 shares — an estimated $193K sold.

Sutton Wealth Advisors first reported a position in OSK in Q1 2016 and held it in 28 quarters. The position peaked at $273K in Q2 2021. 389 funds tracked by Wall St. Rank hold OSK as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Oshkosh position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,189 Oshkosh shares in Q1 2023, an estimated $193K.
  • Sutton Wealth Advisors first reported a position in Oshkosh in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's Oshkosh position peaked at $273K in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Oshkosh as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.