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Genesee Valley Trust’s Oshkosh OSK Stock Holding History

Genesee Valley Trust’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
Q3 		– Sell
-5,789
Closed -$321K – 313
2014
Q2 		$321K Buy
5,789
+890
+18% +$49.2K 0.19% 179
2014
Q1 		$288K Buy
+4,899
New +$269K 0.18% 188

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Genesee Valley Trust's OSK Position: Q3 2014 in Review

Genesee Valley Trust sold out of Oshkosh (OSK) in Q3 2014, closing a stake of 5,789 shares — an estimated $321K sold.

Genesee Valley Trust first reported a position in OSK in Q1 2014 and held it in 2 quarters. The position peaked at $321K in Q2 2014. 252 funds tracked by Wall St. Rank hold OSK as of Q3 2014.

  • Genesee Valley Trust reported no remaining Oshkosh position as of Q3 2014 after selling out during the quarter.
  • Genesee Valley Trust sold 5,789 Oshkosh shares in Q3 2014, an estimated $321K.
  • Genesee Valley Trust first reported a position in Oshkosh in Q1 2014 and held it in 2 quarters.
  • Genesee Valley Trust's Oshkosh position peaked at $321K in Q2 2014.
  • 252 funds tracked by Wall St. Rank held Oshkosh as of Q3 2014.

Based on Genesee Valley Trust's 13F filing for Q3 2014, filed 13 Nov 2014.