LVZ Inc’s Oshkosh OSK Stock Holding History

LVZ Inc’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
2021 Q4	–	Sell	-4,000	Closed	-$409K	–	111
2021 Q3	$409K	Hold	4,000	–	–	0.06%	61
2021 Q2	$499K	Sell	4,000 -387	-9%	-$48.9K	0.07%	55
2021 Q1	$521K	Hold	4,387	–	–	0.08%	55
2020 Q4	$378K	Hold	4,387	–	–	0.06%	66
2020 Q3	$322K	Hold	4,387	–	–	0.07%	62
2020 Q2	$314K	Hold	4,387	–	–	0.07%	65
2020 Q1	$282K	Hold	4,387	–	–	0.07%	55
2019 Q4	$415K	Hold	4,387	–	–	0.08%	61
2019 Q3	$333K	Hold	4,387	–	–	0.07%	59
2019 Q2	$366K	Hold	4,387	–	–	0.08%	57
2019 Q1	$330K	Hold	4,387	–	–	0.08%	55
2018 Q4	$269K	Hold	4,387	–	–	0.08%	58
2018 Q3	$275K	Sell	4,387 -92	-2%	-$6.63K	0.07%	63
2018 Q2	$315K	Hold	4,479	–	–	0.08%	57
2018 Q1	$346K	Hold	4,479	–	–	0.09%	46
2017 Q4	$407K	Hold	4,479	–	–	0.12%	41
2017 Q3	$370K	Hold	4,479	–	–	0.12%	42
2017 Q2	$309K	Hold	4,479	–	–	2.77%	17
2017 Q1	$307K	Hold	4,479	–	–	2.9%	14
2016 Q4	$289K	Hold	4,479	–	–	2.77%	19
2016 Q3	$251K	Hold	4,479	–	–	2.45%	21
2016 Q2	$214K	Buy	+4,479	New	+$199K	2.33%	25
2015 Q2	–	Sell	-4,479	Closed	-$219K	–	43
2015 Q1	$219K	Hold	4,479	–	–	0.13%	37
2014 Q4	$218K	Buy	+4,479	New	+$203K	0.16%	25
2014 Q2	–	Sell	-3,479	Closed	-$205K	–	29
2014 Q1	$205K	Buy	+3,479	New	+$191K	0.16%	24

Other funds holding OSK

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

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LVZ Inc's OSK Position: Q4 2021 in Review

LVZ Inc sold out of Oshkosh (OSK) in Q4 2021, closing a stake of 4,000 shares — an estimated $409K sold.

LVZ Inc first reported a position in OSK in Q1 2014 and held it in 25 quarters. The position peaked at $521K in Q1 2021. 447 funds tracked by Wall St. Rank hold OSK as of Q4 2021.

LVZ Inc reported no remaining Oshkosh position as of Q4 2021 after selling out during the quarter.
LVZ Inc sold 4,000 Oshkosh shares in Q4 2021, an estimated $409K.
LVZ Inc first reported a position in Oshkosh in Q1 2014 and held it in 25 quarters.
LVZ Inc's Oshkosh position peaked at $521K in Q1 2021.
447 funds tracked by Wall St. Rank held Oshkosh as of Q4 2021.

Based on LVZ Inc's 13F filing for Q4 2021, filed 28 Jan 2022.