Barrow, Hanley, Mewhinney & Strauss
OSK icon

Barrow, Hanley, Mewhinney & Strauss’s Oshkosh OSK Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
2018
Q4 		– Sell
-155
Closed -$11K – 385
2018
Q3 		$11K Hold
155
– – ﹤0.01% 385
2018
Q2 		$11K Sell
155
-73
-32% -$5.45K ﹤0.01% 397
2018
Q1 		$18K Sell
228
-331
-59% -$28.2K ﹤0.01% 403
2017
Q4 		$51K Sell
559
-177
-24% -$15.5K ﹤0.01% 348
2017
Q3 		$61K Sell
736
-769,039
-100% -$56.5M ﹤0.01% 355
2017
Q2 		$53M Sell
769,775
-138,861
-15% -$9.35M 0.08% 135
2017
Q1 		$62.3M Sell
908,636
-42,674
-4% -$2.93M 0.09% 133
2016
Q4 		$61.5M Sell
951,310
-374,210
-28% -$23.2M 0.09% 134
2016
Q3 		$74.2M Sell
1,325,520
-8,030
-0.6% -$423K 0.11% 115
2016
Q2 		$63.6M Sell
1,333,550
-15,020
-1% -$666K 0.1% 118
2016
Q1 		$55.1M Sell
1,348,570
-46,245
-3% -$1.64M 0.08% 122
2015
Q4 		$54.5M Sell
1,394,815
-10,934
-0.8% -$445K 0.08% 128
2015
Q3 		$51.1M Sell
1,405,749
-61,472
-4% -$2.4M 0.08% 126
2015
Q2 		$62.2M Sell
1,467,221
-6,041
-0.4% -$303K 0.08% 118
2015
Q1 		$71.9M Sell
1,473,262
-1,800
-0.1% -$82.3K 0.1% 116
2014
Q4 		$71.8M Sell
1,475,062
-46,597
-3% -$2.12M 0.1% 114
2014
Q3 		$67.2M Sell
1,521,659
-44,960
-3% -$2.24M 0.09% 114
2014
Q2 		$87M Sell
1,566,619
-55,180
-3% -$3.05M 0.12% 109
2014
Q1 		$95.5M Sell
1,621,799
-6,454
-0.4% -$354K 0.14% 97
2013
Q4 		$82M Sell
1,628,253
-971,100
-37% -$48.4M 0.12% 110
2013
Q3 		$127M Sell
2,599,353
-21,197
-0.8% -$943K 0.2% 78
2013
Q2 		$99.5M Buy
+2,620,550
New +$101M 0.17% 87

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's OSK Position: Q4 2018 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of Oshkosh (OSK) in Q4 2018, closing a stake of 155 shares — an estimated $11K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in OSK in Q2 2013 and held it in 22 quarters. The position peaked at $127M in Q3 2013. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2018.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining Oshkosh position as of Q4 2018 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 155 Oshkosh shares in Q4 2018, an estimated $11K.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Oshkosh in Q2 2013 and held it in 22 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's Oshkosh position peaked at $127M in Q3 2013.
  • 393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2018.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2018, filed 13 Feb 2019.