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Bogle Investment Management’s Oshkosh OSK Stock Holding History

Bogle 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
-159,284
Closed -$9.77M – 359
2018
Q4 		$9.77M Buy
+159,284
New +$10.2M 0.76% 54
2017
Q4 		– Sell
-151,799
Closed -$12.5M – 335
2017
Q3 		$12.5M Buy
+151,799
New +$11.1M 0.85% 37
2017
Q1 		– Sell
-26,807
Closed -$1.73M – 357
2016
Q4 		$1.73M Buy
+26,807
New +$1.66M 0.12% 190
2014
Q3 		– Sell
-21,755
Closed -$1.21M – 386
2014
Q2 		$1.21M Buy
21,755
+1,000
+5% +$55.3K 0.08% 228
2014
Q1 		$1.22M Buy
+20,755
New +$1.14M 0.08% 258

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

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

Bogle Investment Management sold out of Oshkosh (OSK) in Q1 2019, closing a stake of 159,284 shares — an estimated $9.77M sold.

Bogle Investment Management first reported a position in OSK in Q1 2014 and held it in 5 quarters. The position peaked at $12.5M in Q3 2017. 410 funds tracked by Wall St. Rank hold OSK as of Q1 2019.

  • Bogle Investment Management reported no remaining Oshkosh position as of Q1 2019 after selling out during the quarter.
  • Bogle Investment Management sold 159,284 Oshkosh shares in Q1 2019, an estimated $9.77M.
  • Bogle Investment Management first reported a position in Oshkosh in Q1 2014 and held it in 5 quarters.
  • Bogle Investment Management's Oshkosh position peaked at $12.5M in Q3 2017.
  • 410 funds tracked by Wall St. Rank held Oshkosh as of Q1 2019.

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