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Gargoyle Investment Advisor’s Oshkosh OSK Stock Holding History

Gargoyle Investment Advisor’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
2014
Q4 		– Sell
-50,962
Closed -$2.25M – 159
2014
Q3 		$2.25M Sell
50,962
-4,000
-7% -$199K 0.85% 59
2014
Q2 		$2.99M Hold
54,962
– – 1.12% 44
2014
Q1 		$3.24M Sell
54,962
-15,965
-23% -$876K 1.44% 20
2013
Q4 		$3.57M Hold
70,927
– – 1.69% 11
2013
Q3 		$3.15M Hold
70,927
– – 1.94% 8
2013
Q2 		$2.69M Buy
+70,927
New +$2.72M 1.36% 31

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gargoyle Investment Advisor's OSK Position: Q4 2014 in Review

Gargoyle Investment Advisor sold out of Oshkosh (OSK) in Q4 2014, closing a stake of 50,962 shares — an estimated $2.25M sold.

Gargoyle Investment Advisor first reported a position in OSK in Q2 2013 and held it in 6 quarters. The position peaked at $3.57M in Q4 2013. 245 funds tracked by Wall St. Rank hold OSK as of Q4 2014.

  • Gargoyle Investment Advisor reported no remaining Oshkosh position as of Q4 2014 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 50,962 Oshkosh shares in Q4 2014, an estimated $2.25M.
  • Gargoyle Investment Advisor first reported a position in Oshkosh in Q2 2013 and held it in 6 quarters.
  • Gargoyle Investment Advisor's Oshkosh position peaked at $3.57M in Q4 2013.
  • 245 funds tracked by Wall St. Rank held Oshkosh as of Q4 2014.

Based on Gargoyle Investment Advisor's 13F filing for Q4 2014, filed 11 Feb 2015.