Massachusetts Financial Services
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Massachusetts Financial Services’s Oshkosh OSK Stock Holding History

Massachusetts Financial Services’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
2022
Q3 		– Sell
-5,183
Closed -$426K – 870
2022
Q2 		$426K Buy
5,183
+693
+15% +$63.6K ﹤0.01% 821
2022
Q1 		$452K Buy
4,490
+96
+2% +$10.8K ﹤0.01% 828
2021
Q4 		$495K Sell
4,394
-1,276
-23% -$139K ﹤0.01% 856
2021
Q3 		$580K Buy
+5,670
New +$651K ﹤0.01% 865
2015
Q3 		– Sell
-757,701
Closed -$32.1M – 892
2015
Q2 		$32.1M Buy
757,701
+90,443
+14% +$4.54M 0.02% 434
2015
Q1 		$32.6M Buy
667,258
+145,704
+28% +$6.66M 0.02% 417
2014
Q4 		$25.4M Buy
+521,554
New +$23.7M 0.01% 464
2014
Q2 		– Sell
-4,270
Closed -$251K – 909
2014
Q1 		$251K Sell
4,270
-386
-8% -$21.2K ﹤0.01% 852
2013
Q4 		$235K Buy
+4,656
New +$232K ﹤0.01% 820

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services's OSK Position: Q3 2022 in Review

Massachusetts Financial Services sold out of Oshkosh (OSK) in Q3 2022, closing a stake of 5,183 shares — an estimated $426K sold.

Massachusetts Financial Services first reported a position in OSK in Q4 2013 and held it in 9 quarters. The position peaked at $32.6M in Q1 2015. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.

  • Massachusetts Financial Services reported no remaining Oshkosh position as of Q3 2022 after selling out during the quarter.
  • Massachusetts Financial Services sold 5,183 Oshkosh shares in Q3 2022, an estimated $426K.
  • Massachusetts Financial Services first reported a position in Oshkosh in Q4 2013 and held it in 9 quarters.
  • Massachusetts Financial Services's Oshkosh position peaked at $32.6M in Q1 2015.
  • 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.

Based on Massachusetts Financial Services's 13F filing for Q3 2022, filed 9 Nov 2022.