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Wealthspire Advisors (Maryland)’s Oshkosh OSK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$559K Sell
7,608
-27
-0.4% -$2.08K 0.02% 247
2020
Q2 		$547K Sell
7,635
-411
-5% -$28.1K 0.04% 240
2020
Q1 		$518K Sell
8,046
-209
-3% -$16.4K 0.05% 226
2019
Q4 		$781K Sell
8,255
-71
-0.9% -$6.12K 0.05% 208
2019
Q3 		$631K Buy
8,326
+882
+12% +$67.5K 0.05% 221
2019
Q2 		$621K Sell
7,444
-300
-4% -$23.6K 0.05% 221
2019
Q1 		$582K Sell
7,744
-214
-3% -$15.8K 0.04% 228
2018
Q4 		$488K Sell
7,958
-355
-4% -$22.8K 0.04% 227
2018
Q3 		$592K Sell
8,313
-330
-4% -$23.8K 0.05% 211
2018
Q2 		$608K Sell
8,643
-211
-2% -$15.8K 0.06% 200
2018
Q1 		$684K Buy
8,854
+470
+6% +$40.1K 0.06% 190
2017
Q4 		$762K Buy
8,384
+991
+13% +$86.8K 0.07% 168
2017
Q3 		$610K Sell
7,393
-307
-4% -$22.5K 0.07% 207
2017
Q2 		$530K Sell
7,700
-466
-6% -$31.4K 0.06% 216
2017
Q1 		$560K Sell
8,166
-719
-8% -$49.4K 0.08% 162
2016
Q4 		$574K Hold
8,885
– – 0.09% 152
2016
Q3 		$498K Sell
8,885
-2,895
-25% -$152K 0.08% 177
2016
Q2 		$562K Sell
11,780
-770
-6% -$34.2K 0.09% 145
2016
Q1 		$513K Sell
12,550
-2,905
-19% -$103K 0.09% 150
2015
Q4 		$603K Buy
+15,455
New +$629K 0.11% 131

Other funds holding OSK

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OSK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Oshkosh (OSK) stake by 0.35% in Q3 2020, selling an estimated $2.08K and leaving 7,608 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #247.

Wealthspire Advisors (Maryland) first reported a position in OSK in Q4 2015 and has held it in 20 quarters since. The position peaked at $781K in Q4 2019. 361 funds tracked by Wall St. Rank hold OSK as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,608 shares of Oshkosh worth $559K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 27 Oshkosh shares in Q3 2020, an estimated $2.08K.
  • Oshkosh made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #247 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Oshkosh in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Oshkosh position peaked at $781K in Q4 2019.
  • 361 funds tracked by Wall St. Rank held Oshkosh as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.