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Columbia Wanger Asset Management’s Oshkosh OSK Stock Holding History

Columbia Wanger Asset 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
Q4 		$43.3M Sell
476,911
-713,262
-60% -$62.5M 0.65% 56
2017
Q3 		$98.2M Buy
1,190,173
+1,386
+0.1% +$102K 1.45% 4
2017
Q2 		$81.9M Buy
1,188,787
+192,571
+19% +$13M 1.17% 8
2017
Q1 		$68.3M Buy
996,216
+231,323
+30% +$15.9M 0.96% 16
2016
Q4 		$49.4M Sell
764,893
-393,200
-34% -$24.3M 0.69% 45
2016
Q3 		$64.9M Sell
1,158,093
-176,913
-13% -$9.31M 0.85% 29
2016
Q2 		$63.7M Sell
1,335,006
-151,285
-10% -$6.71M 0.74% 39
2016
Q1 		$60.7M Sell
1,486,291
-34,944
-2% -$1.24M 0.65% 60
2015
Q4 		$59.4M Sell
1,521,235
-882,906
-37% -$35.9M 0.59% 64
2015
Q3 		$87.3M Sell
2,404,141
-53,052
-2% -$2.07M 0.7% 51
2015
Q2 		$104M Buy
2,457,193
+84,893
+4% +$4.26M 0.67% 47
2015
Q1 		$116M Buy
2,372,300
+14,000
+0.6% +$640K 0.63% 47
2014
Q4 		$115M Buy
2,358,300
+429,300
+22% +$19.5M 0.57% 52
2014
Q3 		$85.2M Sell
1,929,000
-91,000
-5% -$4.53M 0.39% 85
2014
Q2 		$112M Sell
2,020,000
-185,000
-8% -$10.2M 0.45% 70
2014
Q1 		$130M Sell
2,205,000
-185,000
-8% -$10.1M 0.51% 56
2013
Q4 		$120M Hold
2,390,000
– – 0.46% 69
2013
Q3 		$117M Sell
2,390,000
-217,000
-8% -$9.66M 0.47% 65
2013
Q2 		$99M Buy
+2,607,000
New +$100M 0.43% 68

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Columbia Wanger Asset Management's OSK Position: Q4 2017 in Review

Columbia Wanger Asset Management reduced its Oshkosh (OSK) stake by 60% in Q4 2017, selling an estimated $62.5M and leaving 476,911 shares worth $43.3M. The position accounts for 0.65% of the portfolio, ranked #56.

Columbia Wanger Asset Management first reported a position in OSK in Q2 2013 and has held it in 19 quarters since. The position peaked at $130M in Q1 2014. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2017.

  • Columbia Wanger Asset Management held 476,911 shares of Oshkosh worth $43.3M as of Q4 2017.
  • Columbia Wanger Asset Management sold 713,262 Oshkosh shares in Q4 2017, an estimated $62.5M.
  • Oshkosh made up 0.65% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #56 holding.
  • Columbia Wanger Asset Management first reported a position in Oshkosh in Q2 2013 and has held it in 19 quarters since.
  • Columbia Wanger Asset Management's Oshkosh position peaked at $130M in Q1 2014.
  • 393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.