Gideon Capital Advisors’s Oshkosh OSK Stock Holding History

Gideon Capital Advisors’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	-3,746	Closed	-$355K	–	153
2019 Q4	$355K	Buy	+3,746	New	+$323K	0.12%	203
2019 Q1	–	Sell	-4,565	Closed	-$280K	–	481
2018 Q4	$280K	Buy	+4,565	New	+$293K	0.11%	275
2018 Q2	–	Sell	-3,858	Closed	-$298K	–	459
2018 Q1	$298K	Buy	+3,858	New	+$329K	0.18%	236
2017 Q1	–	Sell	-15,742	Closed	-$1.02M	–	480
2016 Q4	$1.02M	Buy	+15,742	New	+$974K	0.65%	9
2014 Q1	–	Sell	-4,940	Closed	-$249K	–	266
2013 Q4	$249K	Buy	+4,940	New	+$246K	0.15%	160

Other funds holding OSK

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Gideon Capital Advisors's OSK Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 3,746 shares — an estimated $355K sold.

Gideon Capital Advisors first reported a position in OSK in Q4 2013 and held it in 5 quarters. The position peaked at $1.02M in Q4 2016. 364 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

Gideon Capital Advisors reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 3,746 Oshkosh shares in Q1 2020, an estimated $355K.
Gideon Capital Advisors first reported a position in Oshkosh in Q4 2013 and held it in 5 quarters.
Gideon Capital Advisors's Oshkosh position peaked at $1.02M in Q4 2016.
364 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.