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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 – 523
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 – 520
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

James Investment Research's OSK Position: Q3 2021 in Review

James Investment Research sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 715 shares — an estimated $89K sold.

James Investment Research first reported a position in OSK in Q1 2017 and held it in 15 quarters. The position peaked at $2.23M in Q2 2018. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • James Investment Research reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • James Investment Research sold 715 Oshkosh shares in Q3 2021, an estimated $89K.
  • James Investment Research first reported a position in Oshkosh in Q1 2017 and held it in 15 quarters.
  • James Investment Research's Oshkosh position peaked at $2.23M in Q2 2018.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.