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IBM Retirement Fund’s Oshkosh OSK Stock Holding History

IBM Retirement Fund’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
2021
Q3 		– Sell
-1,934
Closed -$241K – 752
2021
Q2 		$241K Sell
1,934
-447
-19% -$56.5K 0.02% 679
2021
Q1 		$283K Sell
2,381
-93
-4% -$9.63K 0.02% 637
2020
Q4 		$213K Buy
+2,474
New +$197K 0.01% 736
2017
Q1 		– Sell
-5,817
Closed -$376K – 626
2016
Q4 		$376K Sell
5,817
-1,072
-16% -$66.3K 0.02% 694
2016
Q3 		$386K Sell
6,889
-462
-6% -$24.3K 0.02% 737
2016
Q2 		$351K Sell
7,351
-20
-0.3% -$887 0.01% 792
2016
Q1 		$301K Sell
7,371
-10,701
-59% -$378K 0.01% 834
2015
Q4 		$706K Buy
18,072
+1,360
+8% +$55.3K 0.01% 873
2015
Q3 		$607K Sell
16,712
-1,443
-8% -$56.3K 0.01% 820
2015
Q2 		$769K Sell
18,155
-2,092
-10% -$105K 0.01% 861
2015
Q1 		$988K Sell
20,247
-64
-0.3% -$2.93K 0.02% 760
2014
Q4 		$988K Buy
20,311
+1,784
+10% +$81K 0.02% 750
2014
Q3 		$818K Sell
18,527
-2,410
-12% -$120K 0.02% 776
2014
Q2 		$1.17M Sell
20,937
-726
-3% -$40.1K 0.02% 704
2014
Q1 		$1.29M Sell
21,663
-12,451
-36% -$683K 0.03% 640
2013
Q4 		$1.72M Sell
34,114
-1,628
-5% -$81.2K 0.02% 708
2013
Q3 		$1.75M Sell
35,742
-5,038
-12% -$224K 0.02% 690
2013
Q2 		$1.55M Buy
+40,780
New +$1.57M 0.02% 776

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IBM Retirement Fund's OSK Position: Q3 2021 in Review

IBM Retirement Fund sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 1,934 shares — an estimated $241K sold.

IBM Retirement Fund first reported a position in OSK in Q2 2013 and held it in 18 quarters. The position peaked at $1.75M in Q3 2013. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • IBM Retirement Fund reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • IBM Retirement Fund sold 1,934 Oshkosh shares in Q3 2021, an estimated $241K.
  • IBM Retirement Fund first reported a position in Oshkosh in Q2 2013 and held it in 18 quarters.
  • IBM Retirement Fund's Oshkosh position peaked at $1.75M in Q3 2013.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on IBM Retirement Fund's 13F filing for Q3 2021, filed 5 Oct 2021.