Jacobs Levy Equity Management
OSK icon

Jacobs Levy Equity Management’s Oshkosh OSK Stock Holding History

Jacobs Levy Equity 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
2025
Q1 		– Sell
-10,200
Closed -$970K – 1163
2024
Q4 		$970K Sell
10,200
-3,658
-26% -$383K ﹤0.01% 719
2024
Q3 		$1.39M Sell
13,858
-271,330
-95% -$28.3M 0.01% 670
2024
Q2 		$30.9M Sell
285,188
-260,513
-48% -$30.1M 0.13% 162
2024
Q1 		$68.1M Sell
545,701
-144,658
-21% -$16.1M 0.3% 87
2023
Q4 		$74.8M Sell
690,359
-33,111
-5% -$3.2M 0.38% 65
2023
Q3 		$69M Sell
723,470
-24,000
-3% -$2.33M 0.41% 63
2023
Q2 		$64.7M Buy
747,470
+22,188
+3% +$1.75M 0.37% 65
2023
Q1 		$60.3M Buy
725,282
+214,989
+42% +$19.5M 0.37% 65
2022
Q4 		$45M Buy
510,293
+235,525
+86% +$20.2M 0.3% 97
2022
Q3 		$19.3M Buy
274,768
+132,249
+93% +$10.8M 0.15% 168
2022
Q2 		$11.7M Buy
142,519
+131,129
+1,151% +$12M 0.09% 251
2022
Q1 		$1.15M Buy
+11,390
New +$1.28M 0.01% 733
2021
Q1 		– Sell
-18,756
Closed -$1.61M – 1095
2020
Q4 		$1.61M Buy
+18,756
New +$1.49M 0.01% 619
2018
Q4 		– Sell
-95,580
Closed -$6.81M – 1046
2018
Q3 		$6.81M Buy
95,580
+19,783
+26% +$1.43M 0.1% 242
2018
Q2 		$5.33M Buy
75,797
+37,977
+100% +$2.84M 0.08% 292
2018
Q1 		$2.92M Buy
+37,820
New +$3.22M 0.05% 389
2017
Q4 		– Sell
-13,090
Closed -$1.08M – 1044
2017
Q3 		$1.08M Hold
13,090
– – 0.02% 574
2017
Q2 		$902K Buy
+13,090
New +$882K 0.02% 584

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jacobs Levy Equity Management's OSK Position: Q1 2025 in Review

Jacobs Levy Equity Management sold out of Oshkosh (OSK) in Q1 2025, closing a stake of 10,200 shares — an estimated $970K sold.

Jacobs Levy Equity Management first reported a position in OSK in Q2 2017 and held it in 18 quarters. The position peaked at $74.8M in Q4 2023. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • Jacobs Levy Equity Management reported no remaining Oshkosh position as of Q1 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 10,200 Oshkosh shares in Q1 2025, an estimated $970K.
  • Jacobs Levy Equity Management first reported a position in Oshkosh in Q2 2017 and held it in 18 quarters.
  • Jacobs Levy Equity Management's Oshkosh position peaked at $74.8M in Q4 2023.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2025, filed 15 May 2025.