MGIM
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M&G Investment Management’s Oshkosh OSK Stock Holding History

M&G 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
2023
Q4 		$14.5M Sell
134,624
-6,720
-5% -$650K 0.05% 155
2023
Q3 		$13.4M Buy
141,344
+24,762
+21% +$2.4M 0.06% 166
2023
Q2 		$10.1M Buy
116,582
+33,853
+41% +$2.67M 0.04% 201
2023
Q1 		$6.87M Sell
82,729
-13,589
-14% -$1.23M 0.03% 209
2022
Q4 		$8.48M Buy
96,318
+4,422
+5% +$379K 0.04% 191
2022
Q3 		$6.43M Sell
91,896
-1,321
-1% -$107K 0.04% 205
2022
Q2 		$7.64M Buy
93,217
+958
+1% +$87.9K 0.05% 217
2022
Q1 		$9.32M Buy
92,259
+6,835
+8% +$768K 0.02% 205
2021
Q4 		$9.65M Buy
85,424
+7,357
+9% +$804K 0.03% 203
2021
Q3 		$7.96M Buy
78,067
+3,025
+4% +$348K 0.02% 311
2021
Q2 		$9.38M Buy
75,042
+6,265
+9% +$792K 0.02% 274
2021
Q1 		$8.18M Sell
68,777
-1,081
-2% -$112K 0.03% 189
2020
Q4 		$6.01M Sell
69,858
-6,742
-9% -$536K 0.04% 217
2020
Q3 		$5.67M Sell
76,600
-4,206
-5% -$324K 0.06% 213
2020
Q2 		$5.82M Sell
80,806
-23,977
-23% -$1.64M 0.06% 205
2020
Q1 		$6.71M Sell
104,783
-208
-0.2% -$16.3K 0.08% 174
2019
Q4 		$9.97M Buy
+104,991
New +$9.05M 0.09% 181

Other funds holding OSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $47.7B AUM 13.92% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

M&G Investment Management's OSK Position: Q4 2023 in Review

M&G Investment Management reduced its Oshkosh (OSK) stake by 4.8% in Q4 2023, selling an estimated $650K and leaving 134,624 shares worth $14.5M. The position accounts for 0.05% of the portfolio, ranked #155.

M&G Investment Management first reported a position in OSK in Q4 2019 and has held it in 17 quarters since. 455 funds tracked by Wall St. Rank hold OSK as of Q4 2023.

  • M&G Investment Management held 134,624 shares of Oshkosh worth $14.5M as of Q4 2023.
  • M&G Investment Management sold 6,720 Oshkosh shares in Q4 2023, an estimated $650K.
  • Oshkosh made up 0.05% of M&G Investment Management's portfolio in Q4 2023, its #155 holding.
  • M&G Investment Management first reported a position in Oshkosh in Q4 2019 and has held it in 17 quarters since.
  • 455 funds tracked by Wall St. Rank held Oshkosh as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.