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Alpha Windward’s Oshkosh OSK Stock Holding History

Alpha Windward’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
Q4 		– Sell
-147
Closed -$11K – 249
2020
Q3 		$11K Hold
147
– – 0.01% 346
2020
Q2 		$11K Sell
147
-5,731
-97% -$391K 0.01% 360
2020
Q1 		$378K Buy
5,878
+360
+7% +$28.2K 0.34% 57
2019
Q4 		$522K Sell
5,518
-858
-13% -$73.9K 0.33% 48
2019
Q3 		$483K Sell
6,376
-60
-0.9% -$4.59K 0.33% 58
2019
Q2 		$553K Buy
6,436
+436
+7% +$34.3K 0.35% 40
2019
Q1 		$451K Buy
+6,000
New +$443K 0.3% 127
2018
Q4 		– Sell
-7,620
Closed -$543K – 441
2018
Q3 		$543K Buy
7,620
+1,080
+17% +$77.8K 0.33% 89
2018
Q2 		$460K Buy
6,540
+203
+3% +$15.2K 0.28% 155
2018
Q1 		$490K Hold
6,337
– – 0.31% 113
2017
Q4 		$576K Sell
6,337
-583
-8% -$51.1K 0.34% 60
2017
Q3 		$571K Sell
6,920
-600
-8% -$44.1K 0.35% 45
2017
Q2 		$518K Buy
7,520
+7,132
+1,838% +$480K 0.33% 44
2017
Q1 		$27K Hold
388
– – 0.02% 362
2016
Q4 		$25K Sell
388
-272
-41% -$16.8K 0.02% 353
2016
Q3 		$37K Hold
660
– – 0.03% 323
2016
Q2 		$31K Buy
+660
New +$29.3K 0.02% 337
2015
Q2 		– Sell
-10,537
Closed -$514K – 455
2015
Q1 		$514K Buy
10,537
+10,140
+2,554% +$464K 0.33% 60
2014
Q4 		$19K Buy
397
+81
+26% +$3.68K 0.01% 365
2014
Q3 		$14K Sell
316
-8,580
-96% -$427K 0.01% 380
2014
Q2 		$494K Buy
8,896
+395
+5% +$21.8K 0.33% 83
2014
Q1 		$500K Sell
8,501
-840
-9% -$46.1K 0.35% 72
2013
Q4 		$471K Sell
9,341
-459
-5% -$22.9K 0.33% 112
2013
Q3 		$480K Sell
9,800
-900
-8% -$40K 0.36% 41
2013
Q2 		$406K Buy
+10,700
New +$411K 0.32% 75

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
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Alpha Windward's OSK Position: Q4 2020 in Review

Alpha Windward sold out of Oshkosh (OSK) in Q4 2020, closing a stake of 147 shares — an estimated $11K sold.

Alpha Windward first reported a position in OSK in Q2 2013 and held it in 25 quarters. The position peaked at $576K in Q4 2017. 400 funds tracked by Wall St. Rank hold OSK as of Q4 2020.

  • Alpha Windward reported no remaining Oshkosh position as of Q4 2020 after selling out during the quarter.
  • Alpha Windward sold 147 Oshkosh shares in Q4 2020, an estimated $11K.
  • Alpha Windward first reported a position in Oshkosh in Q2 2013 and held it in 25 quarters.
  • Alpha Windward's Oshkosh position peaked at $576K in Q4 2017.
  • 400 funds tracked by Wall St. Rank held Oshkosh as of Q4 2020.

Based on Alpha Windward's 13F filing for Q4 2020.