AIM
OSK icon

Assured Investment Management’s Oshkosh OSK Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-162,848
Closed -$9.98M – 1307
2018
Q4 		$9.98M Buy
162,848
+43,546
+37% +$2.79M 0.28% 68
2018
Q3 		$8.5M Buy
119,302
+41,489
+53% +$2.99M 0.15% 135
2018
Q2 		$5.47M Sell
77,813
-23,219
-23% -$1.73M 0.1% 215
2018
Q1 		$7.81M Buy
101,032
+36,544
+57% +$3.11M 0.18% 147
2017
Q4 		$5.86M Sell
64,488
-110,699
-63% -$9.7M 0.12% 199
2017
Q3 		$14.5M Buy
175,187
+86,968
+99% +$6.39M 0.3% 63
2017
Q2 		$6.08M Buy
88,219
+42,144
+91% +$2.84M 0.13% 112
2017
Q1 		$3.16M Buy
46,075
+5,737
+14% +$394K 0.06% 117
2016
Q4 		$2.61M Buy
40,338
+12,324
+44% +$763K 0.05% 141
2016
Q3 		$1.57M Buy
+28,014
New +$1.47M 0.04% 223
2015
Q3 		– Sell
-2,016
Closed -$85K – 687
2015
Q2 		$85K Buy
+2,016
New +$101K ﹤0.01% 581

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Assured Investment Management's OSK Position: Q1 2019 in Review

Assured Investment Management sold out of Oshkosh (OSK) in Q1 2019, closing a stake of 162,848 shares — an estimated $9.98M sold.

Assured Investment Management first reported a position in OSK in Q2 2015 and held it in 11 quarters. The position peaked at $14.5M in Q3 2017. 410 funds tracked by Wall St. Rank hold OSK as of Q1 2019.

  • Assured Investment Management reported no remaining Oshkosh position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 162,848 Oshkosh shares in Q1 2019, an estimated $9.98M.
  • Assured Investment Management first reported a position in Oshkosh in Q2 2015 and held it in 11 quarters.
  • Assured Investment Management's Oshkosh position peaked at $14.5M in Q3 2017.
  • 410 funds tracked by Wall St. Rank held Oshkosh as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.