CIM
OSK icon

Calvert Investment Management’s Oshkosh OSK Stock Holding History

Calvert 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
2017
Q1 		– Sell
-5,801
Closed -$375K – 432
2016
Q4 		$375K Sell
5,801
-567
-9% -$35.1K 0.01% 602
2016
Q3 		$357K Buy
6,368
+438
+7% +$23.1K 0.01% 614
2016
Q2 		$283K Buy
5,930
+154
+3% +$6.83K 0.01% 644
2016
Q1 		$236K Buy
+5,776
New +$204K 0.01% 660

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Calvert Investment Management's OSK Position: Q1 2017 in Review

Calvert Investment Management sold out of Oshkosh (OSK) in Q1 2017, closing a stake of 5,801 shares — an estimated $375K sold.

Calvert Investment Management first reported a position in OSK in Q1 2016 and held it in 4 quarters. The position peaked at $375K in Q4 2016. 339 funds tracked by Wall St. Rank hold OSK as of Q1 2017.

  • Calvert Investment Management reported no remaining Oshkosh position as of Q1 2017 after selling out during the quarter.
  • Calvert Investment Management sold 5,801 Oshkosh shares in Q1 2017, an estimated $375K.
  • Calvert Investment Management first reported a position in Oshkosh in Q1 2016 and held it in 4 quarters.
  • Calvert Investment Management's Oshkosh position peaked at $375K in Q4 2016.
  • 339 funds tracked by Wall St. Rank held Oshkosh as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.