First Quadrant’s Oshkosh OSK Stock Holding History

First Quadrant’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 Q1	–	Sell	-5,964	Closed	-$672K	–	409
2021 Q4	$672K	Hold	5,964	–	–	0.07%	212
2021 Q3	$611K	Hold	5,964	–	–	0.07%	222
2021 Q2	$743K	Hold	5,964	–	–	0.09%	210
2021 Q1	$708K	Hold	5,964	–	–	0.08%	209
2020 Q4	$513K	Hold	5,964	–	–	0.05%	239
2020 Q3	$438K	Hold	5,964	–	–	0.06%	231
2020 Q2	$427K	Hold	5,964	–	–	0.06%	294
2020 Q1	$384K	Hold	5,964	–	–	0.06%	307
2019 Q4	$564K	Hold	5,964	–	–	0.05%	301
2019 Q3	$452K	Sell	5,964 -15,336	-72%	-$1.17M	0.04%	325
2019 Q2	$1.78M	Sell	21,300 -99	-0.5%	-$7.79K	0.12%	206
2019 Q1	$1.61M	Buy	21,399 +22	+0.1%	+$1.63K	0.12%	178
2018 Q4	$1.31M	Buy	21,377 +77	+0.4%	+$4.93K	0.11%	196
2018 Q3	$1.52M	Hold	21,300	–	–	0.03%	339
2018 Q2	$1.5M	Hold	21,300	–	–	0.03%	365
2018 Q1	$1.65M	Hold	21,300	–	–	0.03%	346
2017 Q4	$1.94M	Sell	21,300 -175	-0.8%	-$15.3K	0.04%	355
2017 Q3	$1.77M	Hold	21,475	–	–	0.03%	371
2017 Q2	$1.48M	Hold	21,475	–	–	0.03%	379
2017 Q1	$1.47M	Buy	21,475 +8	+0%	+$550	0.03%	404
2016 Q4	$1.39M	Buy	21,467 +167	+0.8%	+$10.3K	0.03%	402
2016 Q3	$1.19M	Hold	21,300	–	–	0.03%	407
2016 Q2	$1.02M	Hold	21,300	–	–	0.02%	382
2016 Q1	$871K	Hold	21,300	–	–	0.02%	410
2015 Q4	$832K	Hold	21,300	–	–	0.02%	403
2015 Q3	$774K	Hold	21,300	–	–	0.02%	402
2015 Q2	$903K	Hold	21,300	–	–	0.02%	382
2015 Q1	$1.04M	Hold	21,300	–	–	0.02%	345
2014 Q4	$1.04M	Sell	21,300 -4,296	-17%	-$195K	0.02%	348
2014 Q3	$1.13M	Sell	25,596 -94,900	-79%	-$4.72M	0.03%	340
2014 Q2	$6.69M	Sell	120,496 -4,100	-3%	-$227K	0.15%	168
2014 Q1	$7.33M	Sell	124,596 -46,000	-27%	-$2.52M	0.17%	161
2013 Q4	$8.6M	Sell	170,596 -178,300	-51%	-$8.89M	0.2%	137
2013 Q3	$17.1M	Buy	348,896 +123,896	+55%	+$5.51M	0.43%	74
2013 Q2	$8.54M	Buy	+225,000	New	+$8.64M	0.23%	136

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Quadrant's OSK Position: Q1 2022 in Review

First Quadrant sold out of Oshkosh (OSK) in Q1 2022, closing a stake of 5,964 shares — an estimated $672K sold.

First Quadrant first reported a position in OSK in Q2 2013 and held it in 35 quarters. The position peaked at $17.1M in Q3 2013. 444 funds tracked by Wall St. Rank hold OSK as of Q1 2022.

First Quadrant reported no remaining Oshkosh position as of Q1 2022 after selling out during the quarter.
First Quadrant sold 5,964 Oshkosh shares in Q1 2022, an estimated $672K.
First Quadrant first reported a position in Oshkosh in Q2 2013 and held it in 35 quarters.
First Quadrant's Oshkosh position peaked at $17.1M in Q3 2013.
444 funds tracked by Wall St. Rank held Oshkosh as of Q1 2022.

Based on First Quadrant's 13F filing for Q1 2022, filed 21 Apr 2022.