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TrinityPoint Wealth’s Oshkosh OSK Stock Holding History

TrinityPoint Wealth’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
Q4 		– Sell
-9,752
Closed -$685K – 293
2022
Q3 		$685K Buy
9,752
+90
+0.9% +$7.32K 0.16% 135
2022
Q2 		$794K Buy
9,662
+318
+3% +$29.2K 0.18% 119
2022
Q1 		$940K Buy
9,344
+885
+10% +$99.4K 0.17% 118
2021
Q4 		$953K Buy
8,459
+288
+4% +$31.5K 0.17% 117
2021
Q3 		$836K Buy
8,171
+366
+5% +$42K 0.16% 128
2021
Q2 		$973K Buy
7,805
+362
+5% +$45.8K 0.2% 113
2021
Q1 		$883K Buy
+7,443
New +$771K 0.21% 108

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

TrinityPoint Wealth's OSK Position: Q4 2022 in Review

TrinityPoint Wealth sold out of Oshkosh (OSK) in Q4 2022, closing a stake of 9,752 shares — an estimated $685K sold.

TrinityPoint Wealth first reported a position in OSK in Q1 2021 and held it in 7 quarters. The position peaked at $973K in Q2 2021. 381 funds tracked by Wall St. Rank hold OSK as of Q4 2022.

  • TrinityPoint Wealth reported no remaining Oshkosh position as of Q4 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 9,752 Oshkosh shares in Q4 2022, an estimated $685K.
  • TrinityPoint Wealth first reported a position in Oshkosh in Q1 2021 and held it in 7 quarters.
  • TrinityPoint Wealth's Oshkosh position peaked at $973K in Q2 2021.
  • 381 funds tracked by Wall St. Rank held Oshkosh as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.