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VitalStone Financial’s Oshkosh OSK Stock Holding History

VitalStone Financial’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
2024
Q3 		– Sell
-73
Closed -$7.9K – 533
2024
Q2 		$7.9K Buy
+73
New +$8.44K 0.01% 286

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VitalStone Financial's OSK Position: Q3 2024 in Review

VitalStone Financial sold out of Oshkosh (OSK) in Q3 2024, closing a stake of 73 shares — an estimated $7.9K sold.

VitalStone Financial first reported a position in OSK in Q2 2024 and held it in 1 quarter. The position peaked at $7.9K in Q2 2024. 494 funds tracked by Wall St. Rank hold OSK as of Q3 2024.

  • VitalStone Financial reported no remaining Oshkosh position as of Q3 2024 after selling out during the quarter.
  • VitalStone Financial sold 73 Oshkosh shares in Q3 2024, an estimated $7.9K.
  • VitalStone Financial first reported a position in Oshkosh in Q2 2024 and held it in 1 quarter.
  • VitalStone Financial's Oshkosh position peaked at $7.9K in Q2 2024.
  • 494 funds tracked by Wall St. Rank held Oshkosh as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.