Aperio Group’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $4.39M | Sell |
50,986
-8,932
| -15% | -$711K | 0.01% | 878 |
|
|
2020
Q3 | $4.4M | Buy |
59,918
+2,852
| +5% | +$220K | 0.01% | 781 |
|
|
2020
Q2 | $4.09M | Sell |
57,066
-11,226
| -16% | -$766K | 0.02% | 796 |
|
|
2020
Q1 | $4.39M | Buy |
68,292
+11,683
| +21% | +$916K | 0.02% | 707 |
|
|
2019
Q4 | $5.36M | Buy |
56,609
+1,066
| +2% | +$91.9K | 0.02% | 716 |
|
|
2019
Q3 | $4.21M | Sell |
55,543
-1,283
| -2% | -$98.2K | 0.02% | 759 |
|
|
2019
Q2 | $4.74M | Buy |
56,826
+4,331
| +8% | +$341K | 0.02% | 733 |
|
|
2019
Q1 | $3.94M | Sell |
52,495
-1,863
| -3% | -$138K | 0.02% | 777 |
|
|
2018
Q4 | $3.33M | Buy |
54,358
+15,990
| +42% | +$1.02M | 0.02% | 789 |
|
|
2018
Q3 | $2.73M | Buy |
38,368
+902
| +2% | +$65K | 0.01% | 891 |
|
|
2018
Q2 | $2.63M | Buy |
37,466
+2,556
| +7% | +$191K | 0.01% | 895 |
|
|
2018
Q1 | $2.7M | Sell |
34,910
-1,417
| -4% | -$121K | 0.01% | 869 |
|
|
2017
Q4 | $3.3M | Sell |
36,327
-1,002
| -3% | -$87.8K | 0.02% | 798 |
|
|
2017
Q3 | $3.08M | Sell |
37,329
-979
| -3% | -$71.9K | 0.02% | 779 |
|
|
2017
Q2 | $2.64M | Buy |
38,308
+1,167
| +3% | +$78.6K | 0.02% | 800 |
|
|
2017
Q1 | $2.55M | Sell |
37,141
-1,154
| -3% | -$79.3K | 0.02% | 785 |
|
|
2016
Q4 | $2.47M | Buy |
38,295
+1,103
| +3% | +$68.3K | 0.02% | 745 |
|
|
2016
Q3 | $2.08M | Buy |
37,192
+4,629
| +14% | +$244K | 0.02% | 822 |
|
|
2016
Q2 | $1.55M | Sell |
32,563
-2,745
| -8% | -$122K | 0.01% | 909 |
|
|
2016
Q1 | $1.44M | Sell |
35,308
-2,337
| -6% | -$82.7K | 0.01% | 899 |
|
|
2015
Q4 | $1.47M | Buy |
37,645
+3,052
| +9% | +$124K | 0.01% | 862 |
|
|
2015
Q3 | $1.26M | Sell |
34,593
-2,688
| -7% | -$105K | 0.01% | 889 |
|
|
2015
Q2 | $1.58M | Buy |
37,281
+6,369
| +21% | +$319K | 0.02% | 799 |
|
|
2015
Q1 | $1.51M | Buy |
30,912
+1,867
| +6% | +$85.4K | 0.02% | 789 |
|
|
2014
Q4 | $1.41M | Buy |
29,045
+2,723
| +10% | +$124K | 0.02% | 764 |
|
|
2014
Q3 | $1.16M | Buy |
26,322
+633
| +2% | +$31.5K | 0.02% | 799 |
|
|
2014
Q2 | $1.43M | Buy |
25,689
+1,043
| +4% | +$57.7K | 0.02% | 708 |
|
|
2014
Q1 | $1.45M | Buy |
+24,646
| New | +$1.35M | 0.02% | 821 |
|
|
2013
Q4 | – | Sell |
-24,378
| Closed | -$1.22M | – | 842 |
|
|
2013
Q3 | $1.19M | Buy |
24,378
+2,213
| +10% | +$98.5K | 0.02% | 785 |
|
|
2013
Q2 | $842K | Buy |
+22,165
| New | +$851K | 0.02% | 830 |
|
Other funds holding OSK
Aperio Group's OSK Position: Q4 2020 in Review
Aperio Group reduced its Oshkosh (OSK) stake by 15% in Q4 2020, selling an estimated $711K and leaving 50,986 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #878.
Aperio Group first reported a position in OSK in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.36M in Q4 2019. 401 funds tracked by Wall St. Rank hold OSK as of Q4 2020.
- Aperio Group held 50,986 shares of Oshkosh worth $4.39M as of Q4 2020.
- Aperio Group sold 8,932 Oshkosh shares in Q4 2020, an estimated $711K.
- Oshkosh made up 0.01% of Aperio Group's portfolio in Q4 2020, its #878 holding.
- Aperio Group first reported a position in Oshkosh in Q2 2013 and has held it in 30 quarters since.
- Aperio Group's Oshkosh position peaked at $5.36M in Q4 2019.
- 401 funds tracked by Wall St. Rank held Oshkosh as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.