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Oakbrook Investments’s Oshkosh OSK Stock Holding History

Oakbrook Investments’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
Q1 		– Sell
-7,600
Closed -$719K – 389
2019
Q4 		$719K Buy
7,600
+2,500
+49% +$215K 0.15% 212
2019
Q3 		$387K Sell
5,100
-2,800
-35% -$214K 0.03% 435
2019
Q2 		$660K Buy
7,900
+1,000
+14% +$78.7K 0.04% 340
2019
Q1 		$518K Buy
6,900
+600
+10% +$44.3K 0.03% 390
2018
Q4 		$386K Sell
6,300
-3,000
-32% -$192K 0.03% 419
2018
Q3 		$663K Buy
9,300
+2,250
+32% +$162K 0.04% 382
2018
Q2 		$496K Buy
7,050
+3,600
+104% +$269K 0.03% 354
2018
Q1 		$267K Buy
+3,450
New +$294K 0.02% 498
2017
Q2 		– Sell
-3,300
Closed -$226K – 565
2017
Q1 		$226K Buy
+3,300
New +$227K 0.01% 488
2015
Q1 		– Sell
-4,249
Closed -$207K – 584
2014
Q4 		$207K Buy
+4,249
New +$193K 0.01% 536
2014
Q3 		– Sell
-4,829
Closed -$268K – 583
2014
Q2 		$268K Sell
4,829
-5,100
-51% -$282K 0.01% 511
2014
Q1 		$585K Buy
9,929
+4,532
+84% +$249K 0.02% 392
2013
Q4 		$272K Sell
5,397
-6,400
-54% -$319K 0.01% 517
2013
Q3 		$578K Sell
11,797
-2,300
-16% -$102K 0.02% 389
2013
Q2 		$535K Buy
+14,097
New +$541K 0.02% 417

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Oakbrook Investments's OSK Position: Q1 2020 in Review

Oakbrook Investments sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 7,600 shares — an estimated $719K sold.

Oakbrook Investments first reported a position in OSK in Q2 2013 and held it in 15 quarters. The position peaked at $719K in Q4 2019. 364 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Oakbrook Investments reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 7,600 Oshkosh shares in Q1 2020, an estimated $719K.
  • Oakbrook Investments first reported a position in Oshkosh in Q2 2013 and held it in 15 quarters.
  • Oakbrook Investments's Oshkosh position peaked at $719K in Q4 2019.
  • 364 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.