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Matarin Capital Management’s Oshkosh OSK Stock Holding History

Matarin Capital 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
2014
Q4 		– Sell
-41,969
Closed -$1.85M – 169
2014
Q3 		$1.85M Hold
41,969
– – 0.85% 42
2014
Q2 		$2.33M Buy
41,969
+7,153
+21% +$395K 1.04% 15
2014
Q1 		$2.05M Sell
34,816
-4,893
-12% -$268K 1.21% 12
2013
Q4 		$2M Buy
39,709
+14,241
+56% +$710K 1.23% 24
2013
Q3 		$1.25M Buy
25,468
+575
+2% +$25.6K 1.05% 23
2013
Q2 		$945K Buy
+24,893
New +$956K 0.95% 27

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Matarin Capital Management's OSK Position: Q4 2014 in Review

Matarin Capital Management sold out of Oshkosh (OSK) in Q4 2014, closing a stake of 41,969 shares — an estimated $1.85M sold.

Matarin Capital Management first reported a position in OSK in Q2 2013 and held it in 6 quarters. The position peaked at $2.33M in Q2 2014. 245 funds tracked by Wall St. Rank hold OSK as of Q4 2014.

  • Matarin Capital Management reported no remaining Oshkosh position as of Q4 2014 after selling out during the quarter.
  • Matarin Capital Management sold 41,969 Oshkosh shares in Q4 2014, an estimated $1.85M.
  • Matarin Capital Management first reported a position in Oshkosh in Q2 2013 and held it in 6 quarters.
  • Matarin Capital Management's Oshkosh position peaked at $2.33M in Q2 2014.
  • 245 funds tracked by Wall St. Rank held Oshkosh as of Q4 2014.

Based on Matarin Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.