Luther King Capital Management (LKCM)
OSK icon

Luther King Capital Management (LKCM)’s Oshkosh OSK Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q4 		– Sell
-12,020
Closed -$589K – 602
2013
Q3 		$589K Buy
12,020
+80
+0.7% +$3.56K 0.01% 510
2013
Q2 		$453K Buy
+11,940
New +$458K ﹤0.01% 548

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AR
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Luther King Capital Management (LKCM)'s OSK Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of Oshkosh (OSK) in Q4 2013, closing a stake of 12,020 shares — an estimated $589K sold.

Luther King Capital Management (LKCM) first reported a position in OSK in Q2 2013 and held it in 2 quarters. The position peaked at $589K in Q3 2013. 286 funds tracked by Wall St. Rank hold OSK as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining Oshkosh position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 12,020 Oshkosh shares in Q4 2013, an estimated $589K.
  • Luther King Capital Management (LKCM) first reported a position in Oshkosh in Q2 2013 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s Oshkosh position peaked at $589K in Q3 2013.
  • 286 funds tracked by Wall St. Rank held Oshkosh as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.