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Chicago Equity Partners’s Oshkosh OSK Stock Holding History

Chicago Equity Partners’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 		$3.62M Sell
56,255
-12,310
-18% -$965K 0.36% 53
2019
Q4 		$6.49M Buy
68,565
+32,060
+88% +$2.76M 0.37% 45
2019
Q3 		$2.77M Sell
36,505
-1,030
-3% -$78.8K 0.13% 230
2019
Q2 		$3.13M Buy
37,535
+10,785
+40% +$849K 0.14% 206
2019
Q1 		$2.01M Sell
26,750
-75,385
-74% -$5.57M 0.08% 342
2018
Q4 		$6.26M Sell
102,135
-19,955
-16% -$1.28M 0.25% 106
2018
Q3 		$8.7M Sell
122,090
-46,225
-27% -$3.33M 0.26% 105
2018
Q2 		$11.8M Buy
168,315
+4,295
+3% +$321K 0.36% 58
2018
Q1 		$12.7M Sell
164,020
-5,465
-3% -$466K 0.4% 49
2017
Q4 		$15.4M Buy
169,485
+14,750
+10% +$1.29M 0.47% 47
2017
Q3 		$12.8M Buy
154,735
+13,550
+10% +$995K 0.4% 61
2017
Q2 		$9.72M Buy
141,185
+38,035
+37% +$2.56M 0.26% 100
2017
Q1 		$7.08M Buy
103,150
+68,650
+199% +$4.72M 0.2% 131
2016
Q4 		$2.23M Sell
34,500
-12,690
-27% -$785K 0.06% 309
2016
Q3 		$2.64M Sell
47,190
-3,770
-7% -$198K 0.07% 255
2016
Q2 		$2.43M Buy
+50,960
New +$2.26M 0.07% 238
2015
Q3 		– Sell
-16,820
Closed -$713K – 609
2015
Q2 		$713K Buy
+16,820
New +$844K 0.02% 301
2014
Q2 		– Sell
-299,905
Closed -$17.7M – 498
2014
Q1 		$17.7M Sell
299,905
-100
-0% -$5.49K 0.49% 72
2013
Q4 		$15.1M Sell
300,005
-211,130
-41% -$10.5M 0.45% 81
2013
Q3 		$25M Sell
511,135
-34,090
-6% -$1.52M 0.77% 39
2013
Q2 		$20.7M Buy
+545,225
New +$20.9M 0.64% 51

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

Chicago Equity Partners's OSK Position: Q1 2020 in Review

Chicago Equity Partners reduced its Oshkosh (OSK) stake by 18% in Q1 2020, selling an estimated $965K and leaving 56,255 shares worth $3.62M. The position accounts for 0.36% of the portfolio, ranked #53.

Chicago Equity Partners first reported a position in OSK in Q2 2013 and has held it in 21 quarters since. The position peaked at $25M in Q3 2013. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Chicago Equity Partners held 56,255 shares of Oshkosh worth $3.62M as of Q1 2020.
  • Chicago Equity Partners sold 12,310 Oshkosh shares in Q1 2020, an estimated $965K.
  • Oshkosh made up 0.36% of Chicago Equity Partners's portfolio in Q1 2020, its #53 holding.
  • Chicago Equity Partners first reported a position in Oshkosh in Q2 2013 and has held it in 21 quarters since.
  • Chicago Equity Partners's Oshkosh position peaked at $25M in Q3 2013.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.