New England Research & Management’s Oshkosh OSK Stock Holding History

New England Research & 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
2021 Q1	–	Sell	-14,213	Closed	-$1.22M	–	185
2020 Q4	$1.22M	Buy	14,213 +9,200	+184%	+$732K	0.76%	48
2020 Q3	$368K	Sell	5,013 -37	-0.7%	-$2.85K	0.27%	96
2020 Q2	$362K	Buy	+5,050	New	+$345K	0.26%	112
2020 Q1	–	Sell	-9,150	Closed	-$866K	–	157
2019 Q4	$866K	Sell	9,150 -2,050	-18%	-$177K	0.58%	65
2019 Q3	$849K	Buy	11,200 +5,750	+106%	+$440K	0.61%	56
2019 Q2	$455K	Buy	+5,450	New	+$429K	0.31%	109

Other funds holding OSK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

New England Research & Management's OSK Position: Q1 2021 in Review

New England Research & Management sold out of Oshkosh (OSK) in Q1 2021, closing a stake of 14,213 shares — an estimated $1.22M sold.

New England Research & Management first reported a position in OSK in Q2 2019 and held it in 6 quarters. The position peaked at $1.22M in Q4 2020. 428 funds tracked by Wall St. Rank hold OSK as of Q1 2021.

New England Research & Management reported no remaining Oshkosh position as of Q1 2021 after selling out during the quarter.
New England Research & Management sold 14,213 Oshkosh shares in Q1 2021, an estimated $1.22M.
New England Research & Management first reported a position in Oshkosh in Q2 2019 and held it in 6 quarters.
New England Research & Management's Oshkosh position peaked at $1.22M in Q4 2020.
428 funds tracked by Wall St. Rank held Oshkosh as of Q1 2021.

Based on New England Research & Management's 13F filing for Q1 2021, filed 16 Apr 2021.