Chevy Chase Trust
OSK icon

Chevy Chase Trust’s Oshkosh OSK Stock Holding History

Chevy Chase Trust’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
2020
Q1 		– Sell
-570
Closed -$54K – 905
2019
Q4 		$54K Buy
+570
New +$49.1K ﹤0.01% 807
2018
Q1 		– Sell
-2,230
Closed -$203K – 678
2017
Q4 		$203K Buy
+2,230
New +$195K ﹤0.01% 657
2014
Q4 		– Sell
-6,233
Closed -$275K – 717
2014
Q3 		$275K Buy
6,233
+28
+0.5% +$1.39K ﹤0.01% 646
2014
Q2 		$345K Hold
6,205
– – ﹤0.01% 627
2014
Q1 		$365K Buy
6,205
+205
+3% +$11.2K ﹤0.01% 610
2013
Q4 		$302K Hold
6,000
– – ﹤0.01% 616
2013
Q3 		$294K Hold
6,000
– – ﹤0.01% 617
2013
Q2 		$228K Buy
+6,000
New +$230K ﹤0.01% 626

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Chevy Chase Trust's OSK Position: Q1 2020 in Review

Chevy Chase Trust sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 570 shares — an estimated $54K sold.

Chevy Chase Trust first reported a position in OSK in Q2 2013 and held it in 8 quarters. The position peaked at $365K in Q1 2014. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Chevy Chase Trust reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Chevy Chase Trust sold 570 Oshkosh shares in Q1 2020, an estimated $54K.
  • Chevy Chase Trust first reported a position in Oshkosh in Q2 2013 and held it in 8 quarters.
  • Chevy Chase Trust's Oshkosh position peaked at $365K in Q1 2014.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.