BPM
OSK icon

Bowling Portfolio Management’s Oshkosh OSK Stock Holding History

Bowling Portfolio 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
2022
Q3 		$1.45M Sell
20,565
-910
-4% -$74K 0.4% 85
2022
Q2 		$1.76M Sell
21,475
-519
-2% -$47.6K 0.44% 72
2022
Q1 		$2.21M Sell
21,994
-11,909
-35% -$1.34M 0.48% 57
2021
Q4 		$3.82M Sell
33,903
-272
-0.8% -$29.7K 0.79% 23
2021
Q3 		$3.5M Sell
34,175
-148
-0.4% -$17K 0.79% 23
2021
Q2 		$4.28M Buy
34,323
+13,036
+61% +$1.65M 0.96% 18
2021
Q1 		$2.53M Sell
21,287
-1,722
-7% -$178K 0.6% 36
2020
Q4 		$1.98M Sell
23,009
-1,410
-6% -$112K 0.46% 52
2020
Q3 		$1.79M Sell
24,419
-1,549
-6% -$119K 0.4% 54
2020
Q2 		$1.86M Sell
25,968
-165
-0.6% -$11.3K 0.4% 66
2020
Q1 		$1.68M Sell
26,133
-30,205
-54% -$2.37M 0.41% 63
2019
Q4 		$5.33M Sell
56,338
-9,187
-14% -$792K 0.91% 19
2019
Q3 		$4.97M Sell
65,525
-3,094
-5% -$237K 0.83% 19
2019
Q2 		$5.73M Sell
68,619
-2,170
-3% -$171K 0.94% 13
2019
Q1 		$5.32M Buy
70,789
+24,459
+53% +$1.81M 0.84% 15
2018
Q4 		$2.84M Sell
46,330
-183
-0.4% -$11.7K 0.5% 51
2018
Q3 		$3.31M Buy
46,513
+7,767
+20% +$559K 0.46% 63
2018
Q2 		$2.73M Sell
38,746
-823
-2% -$61.5K 0.38% 78
2018
Q1 		$3.06M Buy
39,569
+16,412
+71% +$1.4M 0.42% 75
2017
Q4 		$2.1M Buy
+23,157
New +$2.03M 0.28% 118

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bowling Portfolio Management's OSK Position: Q3 2022 in Review

Bowling Portfolio Management reduced its Oshkosh (OSK) stake by 4.2% in Q3 2022, selling an estimated $74K and leaving 20,565 shares worth $1.45M. The position accounts for 0.4% of the portfolio, ranked #85.

Bowling Portfolio Management first reported a position in OSK in Q4 2017 and has held it in 20 quarters since. The position peaked at $5.73M in Q2 2019. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Bowling Portfolio Management held 20,565 shares of Oshkosh worth $1.45M as of Q3 2022.
  • Bowling Portfolio Management sold 910 Oshkosh shares in Q3 2022, an estimated $74K.
  • Oshkosh made up 0.4% of Bowling Portfolio Management's portfolio in Q3 2022, its #85 holding.
  • Bowling Portfolio Management first reported a position in Oshkosh in Q4 2017 and has held it in 20 quarters since.
  • Bowling Portfolio Management's Oshkosh position peaked at $5.73M in Q2 2019.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.