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Nicola Wealth Management’s Oshkosh OSK Stock Holding History

Nicola Wealth 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
2020
Q4 		– Sell
-60,000
Closed -$4.41M – 114
2020
Q3 		$4.41M Hold
60,000
– – 0.63% 69
2020
Q2 		$4.3M Buy
60,000
+26,600
+80% +$1.82M 0.59% 66
2020
Q1 		$2.15M Buy
+33,400
New +$2.62M 0.32% 83
2019
Q4 		– Sell
-57,500
Closed -$4.36M – 97
2019
Q3 		$4.36M Buy
+57,500
New +$4.4M 0.68% 64

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Nicola Wealth Management's OSK Position: Q4 2020 in Review

Nicola Wealth Management sold out of Oshkosh (OSK) in Q4 2020, closing a stake of 60,000 shares — an estimated $4.41M sold.

Nicola Wealth Management first reported a position in OSK in Q3 2019 and held it in 4 quarters. The position peaked at $4.41M in Q3 2020. 401 funds tracked by Wall St. Rank hold OSK as of Q4 2020.

  • Nicola Wealth Management reported no remaining Oshkosh position as of Q4 2020 after selling out during the quarter.
  • Nicola Wealth Management sold 60,000 Oshkosh shares in Q4 2020, an estimated $4.41M.
  • Nicola Wealth Management first reported a position in Oshkosh in Q3 2019 and held it in 4 quarters.
  • Nicola Wealth Management's Oshkosh position peaked at $4.41M in Q3 2020.
  • 401 funds tracked by Wall St. Rank held Oshkosh as of Q4 2020.

Based on Nicola Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.