Jupiter Investment Management’s Oshkosh OSK Stock Holding History

Jupiter Investment 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
2020 Q2	$28.4M	Sell	396,765 -129,932	-25%	-$8.87M	0.45%	67
2020 Q1	$33.9M	Buy	526,697 +412,681	+362%	+$32.4M	0.66%	42
2019 Q4	$10.8M	Buy	114,016 +71,669	+169%	+$6.18M	0.15%	162
2019 Q3	$3.21M	Sell	42,347 -203,851	-83%	-$15.6M	0.04%	278
2019 Q2	$20.6M	Buy	246,198 +25,361	+11%	+$2M	0.21%	118
2019 Q1	$16.6M	Buy	+220,837	New	+$16.3M	0.15%	123
2018 Q3	–	Sell	-95,762	Closed	-$6.73M	–	426
2018 Q2	$6.73M	Sell	95,762 -10,792	-10%	-$806K	0.05%	187
2018 Q1	$8.23M	Sell	106,554 -82,384	-44%	-$7.02M	0.07%	161
2017 Q4	$17.2M	Sell	188,938 -87,337	-32%	-$7.65M	0.16%	117
2017 Q3	$22.8M	Buy	276,275 +52,680	+24%	+$3.87M	0.24%	110
2017 Q2	$15.4M	Buy	223,595 +196,561	+727%	+$13.2M	0.19%	118
2017 Q1	$1.85M	Buy	+27,034	New	+$1.86M	0.03%	206
2014 Q2	–	Sell	-400	Closed	-$23K	–	395
2014 Q1	$23K	Sell	400 -1,922	-83%	-$105K	﹤0.01%	322
2013 Q4	$116K	Sell	2,322 -88,726	-97%	-$4.42M	0.01%	311
2013 Q3	$4.46M	Sell	91,048 -53,970	-37%	-$2.4M	0.42%	89
2013 Q2	$5.51M	Buy	+145,018	New	+$5.57M	0.66%	49

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Jupiter Investment Management's OSK Position: Q2 2020 in Review

Jupiter Investment Management reduced its Oshkosh (OSK) stake by 25% in Q2 2020, selling an estimated $8.87M and leaving 396,765 shares worth $28.4M. The position accounts for 0.45% of the portfolio, ranked #67.

Jupiter Investment Management first reported a position in OSK in Q2 2013 and has held it in 16 quarters since. The position peaked at $33.9M in Q1 2020. 366 funds tracked by Wall St. Rank hold OSK as of Q2 2020.

Jupiter Investment Management held 396,765 shares of Oshkosh worth $28.4M as of Q2 2020.
Jupiter Investment Management sold 129,932 Oshkosh shares in Q2 2020, an estimated $8.87M.
Oshkosh made up 0.45% of Jupiter Investment Management's portfolio in Q2 2020, its #67 holding.
Jupiter Investment Management first reported a position in Oshkosh in Q2 2013 and has held it in 16 quarters since.
Jupiter Investment Management's Oshkosh position peaked at $33.9M in Q1 2020.
366 funds tracked by Wall St. Rank held Oshkosh as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.