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Bailard’s Oshkosh OSK Stock Holding History

Bailard’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
2021
Q1 		– Sell
-4,246
Closed -$365K – 731
2020
Q4 		$365K Buy
+4,246
New +$338K 0.02% 397
2019
Q3 		– Sell
-4,915
Closed -$410K – 575
2019
Q2 		$410K Buy
4,915
+400
+9% +$31.5K 0.03% 334
2019
Q1 		$339K Sell
4,515
-3,700
-45% -$273K 0.02% 390
2018
Q4 		$504K Sell
8,215
-600
-7% -$38.5K 0.03% 293
2018
Q3 		$628K Buy
+8,815
New +$635K 0.04% 307
2018
Q2 		– Sell
-36,141
Closed -$2.79M – 532
2018
Q1 		$2.79M Buy
36,141
+901
+3% +$76.8K 0.18% 137
2017
Q4 		$3.2M Buy
+35,240
New +$3.09M 0.2% 119

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Bailard's OSK Position: Q1 2021 in Review

Bailard sold out of Oshkosh (OSK) in Q1 2021, closing a stake of 4,246 shares — an estimated $365K sold.

Bailard first reported a position in OSK in Q4 2017 and held it in 7 quarters. The position peaked at $3.2M in Q4 2017. 428 funds tracked by Wall St. Rank hold OSK as of Q1 2021.

  • Bailard reported no remaining Oshkosh position as of Q1 2021 after selling out during the quarter.
  • Bailard sold 4,246 Oshkosh shares in Q1 2021, an estimated $365K.
  • Bailard first reported a position in Oshkosh in Q4 2017 and held it in 7 quarters.
  • Bailard's Oshkosh position peaked at $3.2M in Q4 2017.
  • 428 funds tracked by Wall St. Rank held Oshkosh as of Q1 2021.

Based on Bailard's 13F filing for Q1 2021, filed 13 May 2021.