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Numeric Investors’s Oshkosh OSK Stock Holding History

Numeric Investors’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
Q4 		– Sell
-135,100
Closed -$11.2M – 1145
2017
Q3 		$11.2M Buy
135,100
+8,200
+6% +$602K 0.09% 221
2017
Q2 		$8.74M Sell
126,900
-33,200
-21% -$2.24M 0.08% 237
2017
Q1 		$11M Buy
160,100
+11,100
+7% +$763K 0.1% 222
2016
Q4 		$9.63M Buy
+149,000
New +$9.22M 0.09% 234
2015
Q3 		– Sell
-5,000
Closed -$212K – 1110
2015
Q2 		$212K Buy
+5,000
New +$251K ﹤0.01% 851
2014
Q2 		– Sell
-61,400
Closed -$3.62M – 871
2014
Q1 		$3.62M Sell
61,400
-63,400
-51% -$3.48M 0.06% 273
2013
Q4 		$6.29M Sell
124,800
-145,500
-54% -$7.25M 0.11% 194
2013
Q3 		$13.2M Buy
270,300
+211,800
+362% +$9.42M 0.25% 102
2013
Q2 		$2.22M Buy
+58,500
New +$2.25M 0.04% 297

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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

Numeric Investors's OSK Position: Q4 2017 in Review

Numeric Investors sold out of Oshkosh (OSK) in Q4 2017, closing a stake of 135,100 shares — an estimated $11.2M sold.

Numeric Investors first reported a position in OSK in Q2 2013 and held it in 9 quarters. The position peaked at $13.2M in Q3 2013. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2017.

  • Numeric Investors reported no remaining Oshkosh position as of Q4 2017 after selling out during the quarter.
  • Numeric Investors sold 135,100 Oshkosh shares in Q4 2017, an estimated $11.2M.
  • Numeric Investors first reported a position in Oshkosh in Q2 2013 and held it in 9 quarters.
  • Numeric Investors's Oshkosh position peaked at $13.2M in Q3 2013.
  • 393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.