Valeo Financial Advisors’s Oshkosh OSK Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-505	Closed	-$60K	–	1402
2021 Q1	$60K	Buy	505 +5	+1%	+$518	﹤0.01%	794
2020 Q4	$43K	Hold	500	–	–	﹤0.01%	827
2020 Q3	$37K	Sell	500 -29	-5%	-$2.23K	﹤0.01%	746
2020 Q2	$38K	Buy	529 +29	+6%	+$1.98K	﹤0.01%	827
2020 Q1	$33K	Hold	500	–	–	﹤0.01%	737
2019 Q4	$47K	Hold	500	–	–	﹤0.01%	674
2019 Q3	$38K	Hold	500	–	–	﹤0.01%	686
2019 Q2	$42K	Hold	500	–	–	﹤0.01%	653
2019 Q1	$38K	Hold	500	–	–	﹤0.01%	624
2018 Q4	$31K	Hold	500	–	–	﹤0.01%	603
2018 Q3	$28K	Hold	500	–	–	﹤0.01%	672
2018 Q2	$35K	Hold	500	–	–	﹤0.01%	624
2018 Q1	$39K	Hold	500	–	–	0.01%	541
2017 Q4	$45K	Buy	+500	New	+$43.8K	0.01%	487

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Valeo Financial Advisors's OSK Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Oshkosh (OSK) in Q2 2021, closing a stake of 505 shares — an estimated $60K sold.

Valeo Financial Advisors first reported a position in OSK in Q4 2017 and held it in 14 quarters. The position peaked at $60K in Q1 2021. 452 funds tracked by Wall St. Rank hold OSK as of Q2 2021.

Valeo Financial Advisors reported no remaining Oshkosh position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 505 Oshkosh shares in Q2 2021, an estimated $60K.
Valeo Financial Advisors first reported a position in Oshkosh in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's Oshkosh position peaked at $60K in Q1 2021.
452 funds tracked by Wall St. Rank held Oshkosh as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.