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
2017
Q2 		– Sell
-18,400
Closed -$1.26M – 2464
2017
Q1 		$1.26M Hold
18,400
– – 0.01% 1161
2016
Q4 		$1.19M Buy
18,400
+6,600
+56% +$408K 0.01% 1174
2016
Q3 		$661K Hold
11,800
– – ﹤0.01% 1491
2016
Q2 		$563K Buy
+11,800
New +$524K ﹤0.01% 1381

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.