Heartland Advisors’s Oshkosh OSK Stock Holding History

Heartland 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
2018 Q2	–	Sell	-40,025	Closed	-$3.09M	–	203
2018 Q1	$3.09M	Sell	40,025 -1,187	-3%	-$101K	0.21%	165
2017 Q4	$3.75M	Sell	41,212 -31,764	-44%	-$2.78M	0.24%	148
2017 Q3	$6.02M	Sell	72,976 -11,093	-13%	-$815K	0.39%	119
2017 Q2	$5.79M	Sell	84,069 -1,517	-2%	-$102K	0.37%	122
2017 Q1	$5.87M	Sell	85,586 -28,544	-25%	-$1.96M	0.36%	124
2016 Q4	$7.37M	Sell	114,130 -90,098	-44%	-$5.58M	0.41%	113
2016 Q3	$11.4M	Sell	204,228 -41,263	-17%	-$2.17M	0.66%	55
2016 Q2	$11.7M	Sell	245,491 -3,089	-1%	-$137K	0.66%	51
2016 Q1	$10.2M	Sell	248,580 -64,128	-21%	-$2.27M	0.53%	70
2015 Q4	$12.2M	Buy	312,708 +66,680	+27%	+$2.71M	0.49%	72
2015 Q3	$8.94M	Sell	246,028 -19,174	-7%	-$749K	0.33%	107
2015 Q2	$11.2M	Buy	265,202 +7,531	+3%	+$378K	0.31%	101
2015 Q1	$12.6M	Buy	257,671 +158,206	+159%	+$7.23M	0.31%	104
2014 Q4	$4.84M	Buy	+99,465	New	+$4.52M	0.1%	191

Other funds holding OSK

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Heartland Advisors's OSK Position: Q2 2018 in Review

Heartland Advisors sold out of Oshkosh (OSK) in Q2 2018, closing a stake of 40,025 shares — an estimated $3.09M sold.

Heartland Advisors first reported a position in OSK in Q4 2014 and held it in 14 quarters. The position peaked at $12.6M in Q1 2015. 382 funds tracked by Wall St. Rank hold OSK as of Q2 2018.

Heartland Advisors reported no remaining Oshkosh position as of Q2 2018 after selling out during the quarter.
Heartland Advisors sold 40,025 Oshkosh shares in Q2 2018, an estimated $3.09M.
Heartland Advisors first reported a position in Oshkosh in Q4 2014 and held it in 14 quarters.
Heartland Advisors's Oshkosh position peaked at $12.6M in Q1 2015.
382 funds tracked by Wall St. Rank held Oshkosh as of Q2 2018.

Based on Heartland Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.