FBB
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Fulton Breakefield Broenniman’s Oshkosh OSK Stock Holding History

Fulton Breakefield Broenniman’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
-4,346
Closed -$411K – 174
2019
Q4 		$411K Buy
4,346
+380
+10% +$32.7K 0.05% 129
2019
Q3 		$301K Buy
+3,966
New +$304K 0.04% 145

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

Fulton Breakefield Broenniman's OSK Position: Q1 2020 in Review

Fulton Breakefield Broenniman sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 4,346 shares — an estimated $411K sold.

Fulton Breakefield Broenniman first reported a position in OSK in Q3 2019 and held it in 2 quarters. The position peaked at $411K in Q4 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Fulton Breakefield Broenniman reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 4,346 Oshkosh shares in Q1 2020, an estimated $411K.
  • Fulton Breakefield Broenniman first reported a position in Oshkosh in Q3 2019 and held it in 2 quarters.
  • Fulton Breakefield Broenniman's Oshkosh position peaked at $411K in Q4 2019.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2020, filed 10 Apr 2020.