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Wetzel Investment Advisors’s Oshkosh OSK Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-5
Closed -$624 – 662
2024
Q2 		$624 Hold
5
– – ﹤0.01% 853
2024
Q1 		$588 Hold
5
– – ﹤0.01% 966
2023
Q4 		$1K Buy
+5
New +$483 ﹤0.01% 957

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 $6.07B AUM 11.2% 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

Wetzel Investment Advisors's OSK Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Oshkosh (OSK) in Q3 2024, closing a stake of 5 shares — an estimated $624 sold.

Wetzel Investment Advisors first reported a position in OSK in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 494 funds tracked by Wall St. Rank hold OSK as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Oshkosh position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 5 Oshkosh shares in Q3 2024, an estimated $624.
  • Wetzel Investment Advisors first reported a position in Oshkosh in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Oshkosh position peaked at $1K in Q4 2023.
  • 494 funds tracked by Wall St. Rank held Oshkosh as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.