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Walled Lake Planning & Wealth Management’s Oshkosh OSK Stock Holding History

Walled Lake Planning & Wealth Management’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
Q4 		– Sell
-34
Closed -$4K – 251
2021
Q3 		$4K Hold
34
– – ﹤0.01% 293
2021
Q2 		$4K Hold
34
– – ﹤0.01% 279
2021
Q1 		$4K Sell
34
-35
-51% -$3.63K ﹤0.01% 270
2020
Q4 		$6K Hold
69
– – ﹤0.01% 240
2020
Q3 		$5K Buy
69
+1
+1% +$77 ﹤0.01% 255
2020
Q2 		$5K Hold
68
– – ﹤0.01% 242
2020
Q1 		$4K Hold
68
– – ﹤0.01% 248
2019
Q4 		$6K Buy
+68
New +$5.86K ﹤0.01% 228

Other funds holding OSK

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management's OSK Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Oshkosh (OSK) in Q4 2021, closing a stake of 34 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in OSK in Q4 2019 and held it in 8 quarters. The position peaked at $6K in Q4 2020. 447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Oshkosh position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 34 Oshkosh shares in Q4 2021, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Oshkosh in Q4 2019 and held it in 8 quarters.
  • Walled Lake Planning & Wealth Management's Oshkosh position peaked at $6K in Q4 2020.
  • 447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.