JG
OSK icon

Jefferies Group’s Oshkosh OSK Stock Holding History

Jefferies Group’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
2022
Q3 		$206K Buy
+2,935
New +$239K ﹤0.01% 1358
2021
Q2 		– Sell
-2,408
Closed -$286K – 1911
2021
Q1 		$286K Buy
+2,408
New +$249K ﹤0.01% 1257
2020
Q1 		– Sell
-2,552
Closed -$242K – 2501
2019
Q4 		$242K Sell
2,552
-19,381
-88% -$1.67M ﹤0.01% 2164
2019
Q3 		$1.66M Buy
+21,933
New +$1.68M 0.01% 1205
2019
Q2 		– Sell
-23,060
Closed -$1.73M – 2783
2019
Q1 		$1.73M Buy
23,060
+9,768
+73% +$722K 0.01% 987
2018
Q4 		$815K Buy
13,292
+7,851
+144% +$503K 0.01% 1256
2018
Q3 		$388K Sell
5,441
-1,101
-17% -$79.3K ﹤0.01% 1741
2018
Q2 		$460K Sell
6,542
-4,636
-41% -$346K ﹤0.01% 1636
2018
Q1 		$864K Buy
11,178
+4,555
+69% +$388K ﹤0.01% 1260
2017
Q4 		$602K Sell
6,623
-21,234
-76% -$1.86M ﹤0.01% 1637
2017
Q3 		$2.3M Buy
+27,857
New +$2.05M 0.02% 876
2017
Q2 		– Sell
-15,140
Closed -$1.04M – 2465
2017
Q1 		$1.04M Sell
15,140
-3,347
-18% -$230K 0.01% 1257
2016
Q4 		$1.19M Sell
18,487
-8,683
-32% -$537K 0.01% 1172
2016
Q3 		$1.52M Buy
27,170
+26,292
+2,995% +$1.38M 0.01% 1064
2016
Q2 		$42K Buy
+878
New +$39K ﹤0.01% 2004
2015
Q3 		– Sell
-5,618
Closed -$238K – 2831
2015
Q2 		$238K Buy
5,618
+1,018
+22% +$51.1K ﹤0.01% 1883
2015
Q1 		$224K Buy
+4,600
New +$210K ﹤0.01% 1728

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jefferies Group's OSK Position: Q3 2022 in Review

Jefferies Group opened a new position in Oshkosh (OSK) in Q3 2022: 2,935 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1358 among its holdings. This is a return to the name: Jefferies Group previously reported a position in OSK as recently as Q1 2021.

Jefferies Group first reported a position in OSK in Q1 2015 and has held it in 17 quarters since. The position peaked at $2.3M in Q3 2017. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Jefferies Group held 2,935 shares of Oshkosh worth $206K as of Q3 2022.
  • Oshkosh was a new Jefferies Group position in Q3 2022.
  • Oshkosh made up ﹤0.01% of Jefferies Group's portfolio in Q3 2022, its #1358 holding.
  • Jefferies Group first reported a position in Oshkosh in Q1 2015 and has held it in 17 quarters since.
  • Jefferies Group's Oshkosh position peaked at $2.3M in Q3 2017.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Jefferies Group's 13F filing for Q3 2022, filed 14 Nov 2022.