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Ivory Investment Management’s Oshkosh OSK Stock Holding History

Ivory Investment Management’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
Q1 		– Sell
-21,954
Closed -$1.11M – 219
2013
Q4 		$1.11M Buy
+21,954
New +$1.09M 0.05% 159

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Ivory Investment Management's OSK Position: Q1 2014 in Review

Ivory Investment Management sold out of Oshkosh (OSK) in Q1 2014, closing a stake of 21,954 shares — an estimated $1.11M sold.

Ivory Investment Management first reported a position in OSK in Q4 2013 and held it in 1 quarter. The position peaked at $1.11M in Q4 2013. 280 funds tracked by Wall St. Rank hold OSK as of Q1 2014.

  • Ivory Investment Management reported no remaining Oshkosh position as of Q1 2014 after selling out during the quarter.
  • Ivory Investment Management sold 21,954 Oshkosh shares in Q1 2014, an estimated $1.11M.
  • Ivory Investment Management first reported a position in Oshkosh in Q4 2013 and held it in 1 quarter.
  • Ivory Investment Management's Oshkosh position peaked at $1.11M in Q4 2013.
  • 280 funds tracked by Wall St. Rank held Oshkosh as of Q1 2014.

Based on Ivory Investment Management's 13F filing for Q1 2014, filed 14 May 2014.