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iSAM Funds (UK)’s Oshkosh OSK Stock Holding History

iSAM Funds (UK)’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
2024
Q4 		– Sell
-11,685
Closed -$1.17M – 372
2024
Q3 		$1.17M Buy
11,685
+8,929
+324% +$930K 0.66% 38
2024
Q2 		$298K Buy
+2,756
New +$319K 0.22% 163
2024
Q1 		– Sell
-2,494
Closed -$270K – 333
2023
Q4 		$270K Buy
+2,494
New +$241K 0.19% 156

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

iSAM Funds (UK)'s OSK Position: Q4 2024 in Review

iSAM Funds (UK) sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 11,685 shares — an estimated $1.17M sold.

iSAM Funds (UK) first reported a position in OSK in Q4 2023 and held it in 3 quarters. The position peaked at $1.17M in Q3 2024. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • iSAM Funds (UK) reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • iSAM Funds (UK) sold 11,685 Oshkosh shares in Q4 2024, an estimated $1.17M.
  • iSAM Funds (UK) first reported a position in Oshkosh in Q4 2023 and held it in 3 quarters.
  • iSAM Funds (UK)'s Oshkosh position peaked at $1.17M in Q3 2024.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on iSAM Funds (UK)'s 13F filing for Q4 2024, filed 14 Feb 2025.