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Advisory Research’s Oshkosh OSK Stock Holding History

Advisory Research’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
2016
Q1 		– Sell
-999,953
Closed -$39M – 274
2015
Q4 		$39M Sell
999,953
-463,319
-32% -$18.9M 0.59% 57
2015
Q3 		$53.2M Buy
1,463,272
+370,587
+34% +$14.5M 0.76% 43
2015
Q2 		$46.3M Sell
1,092,685
-655,019
-37% -$32.8M 0.53% 59
2015
Q1 		$85.3M Sell
1,747,704
-855,826
-33% -$39.1M 0.93% 26
2014
Q4 		$127M Sell
2,603,530
-171,138
-6% -$7.77M 1.32% 18
2014
Q3 		$123M Buy
2,774,668
+450,546
+19% +$22.4M 1.19% 23
2014
Q2 		$129M Sell
2,324,122
-503,743
-18% -$27.8M 1.2% 27
2014
Q1 		$166M Sell
2,827,865
-490,158
-15% -$26.9M 1.72% 10
2013
Q4 		$167M Buy
3,318,023
+139,353
+4% +$6.95M 1.72% 9
2013
Q3 		$156M Buy
3,178,670
+241,157
+8% +$10.7M 1.68% 10
2013
Q2 		$112M Buy
+2,937,513
New +$113M 1.26% 17

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's OSK Position: Q1 2016 in Review

Advisory Research sold out of Oshkosh (OSK) in Q1 2016, closing a stake of 999,953 shares — an estimated $39M sold.

Advisory Research first reported a position in OSK in Q2 2013 and held it in 11 quarters. The position peaked at $167M in Q4 2013. 222 funds tracked by Wall St. Rank hold OSK as of Q1 2016.

  • Advisory Research reported no remaining Oshkosh position as of Q1 2016 after selling out during the quarter.
  • Advisory Research sold 999,953 Oshkosh shares in Q1 2016, an estimated $39M.
  • Advisory Research first reported a position in Oshkosh in Q2 2013 and held it in 11 quarters.
  • Advisory Research's Oshkosh position peaked at $167M in Q4 2013.
  • 222 funds tracked by Wall St. Rank held Oshkosh as of Q1 2016.

Based on Advisory Research's 13F filing for Q1 2016, filed 16 May 2016.