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 $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dimensional Fund Advisors

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

Boston Partners

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return