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Lupo Securities’s Oshkosh OSK Stock Holding History

Lupo Securities’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
2015
Q2 		– Sell
-57
Closed -$3K – 320
2015
Q1 		$3K Sell
57
-300
-84% -$13.7K ﹤0.01% 387
2014
Q4 		$17.4K Buy
+357
New +$16.2K 0.01% 284

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lupo Securities's OSK Position: Q2 2015 in Review

Lupo Securities sold out of Oshkosh (OSK) in Q2 2015, closing a stake of 57 shares — an estimated $3K sold.

Lupo Securities first reported a position in OSK in Q4 2014 and held it in 2 quarters. The position peaked at $17.4K in Q4 2014. 254 funds tracked by Wall St. Rank hold OSK as of Q2 2015.

  • Lupo Securities reported no remaining Oshkosh position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 57 Oshkosh shares in Q2 2015, an estimated $3K.
  • Lupo Securities first reported a position in Oshkosh in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Oshkosh position peaked at $17.4K in Q4 2014.
  • 254 funds tracked by Wall St. Rank held Oshkosh as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.