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New York Life Trust’s Oshkosh OSK Stock Holding History

New York Life Trust’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
2017
Q1 		$7K Sell
109
-1,289
-92% -$88.6K 0.34% 98
2016
Q4 		$90K Buy
+1,398
New +$86.5K 0.43% 96
2014
Q3 		– Sell
-176
Closed -$10K – 211
2014
Q2 		$10K Sell
176
-1,569
-90% -$86.7K 0.04% 177
2014
Q1 		$103K Sell
1,745
-218
-11% -$12K 0.46% 94
2013
Q4 		$99K Buy
1,963
+72
+4% +$3.59K 0.45% 95
2013
Q3 		$93K Buy
+1,891
New +$84.1K 0.47% 94

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New York Life Trust's OSK Position: Q1 2017 in Review

New York Life Trust reduced its Oshkosh (OSK) stake by 92% in Q1 2017, selling an estimated $88.6K and leaving 109 shares worth $7K. The position accounts for 0.34% of the portfolio, ranked #98.

New York Life Trust first reported a position in OSK in Q3 2013 and has held it in 6 quarters since. The position peaked at $103K in Q1 2014. 339 funds tracked by Wall St. Rank hold OSK as of Q1 2017.

  • New York Life Trust held 109 shares of Oshkosh worth $7K as of Q1 2017.
  • New York Life Trust sold 1,289 Oshkosh shares in Q1 2017, an estimated $88.6K.
  • Oshkosh made up 0.34% of New York Life Trust's portfolio in Q1 2017, its #98 holding.
  • New York Life Trust first reported a position in Oshkosh in Q3 2013 and has held it in 6 quarters since.
  • New York Life Trust's Oshkosh position peaked at $103K in Q1 2014.
  • 339 funds tracked by Wall St. Rank held Oshkosh as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.