James Investment Research’s Oshkosh OSK Stock Holding History

James Investment Research’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	-715	Closed	-$89K	–	524
2021 Q2	$89K	Sell	715 -1,565	-69%	-$198K	0.01%	341
2021 Q1	$271K	Buy	2,280 +760	+50%	+$78.7K	0.02%	252
2020 Q4	$131K	Buy	+1,520	New	+$121K	0.01%	299
2020 Q1	–	Sell	-449	Closed	-$42K	–	521
2019 Q4	$42K	Sell	449 -3,385	-88%	-$292K	﹤0.01%	401
2019 Q3	$290K	Hold	3,834	–	–	0.02%	273
2019 Q2	$320K	Sell	3,834 -8,462	-69%	-$666K	0.02%	273
2019 Q1	$924K	Sell	12,296 -7,593	-38%	-$561K	0.06%	223
2018 Q4	$1.22M	Sell	19,889 -11,021	-36%	-$706K	0.08%	226
2018 Q3	$2.2M	Sell	30,910 -822	-3%	-$59.2K	0.09%	267
2018 Q2	$2.23M	Buy	31,732 +4,605	+17%	+$344K	0.09%	272
2018 Q1	$2.1M	Buy	27,127 +3,274	+14%	+$279K	0.08%	272
2017 Q4	$2.17M	Sell	23,853 -592	-2%	-$51.9K	0.07%	244
2017 Q3	$2.02M	Buy	24,445 +6,660	+37%	+$489K	0.07%	246
2017 Q2	$1.23M	Buy	17,785 +15,685	+747%	+$1.06M	0.04%	360
2017 Q1	$144K	Buy	+2,100	New	+$144K	﹤0.01%	448

Other funds holding OSK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return