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Oberweis Asset Management’s Oshkosh OSK Stock Holding History

Oberweis Asset 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
2024
Q4 		– Sell
-104,249
Closed -$10.4M – 228
2024
Q3 		$10.4M Sell
104,249
-78,537
-43% -$8.18M 0.54% 71
2024
Q2 		$19.8M Buy
182,786
+48,959
+37% +$5.66M 1.21% 15
2024
Q1 		$16.7M Buy
133,827
+34,928
+35% +$3.89M 1.21% 12
2023
Q4 		$10.7M Buy
98,899
+44,763
+83% +$4.33M 1% 16
2023
Q3 		$5.17M Buy
+54,136
New +$5.25M 0.55% 63
2020
Q2 		– Sell
-7,940
Closed -$511K – 161
2020
Q1 		$511K Sell
7,940
-2,500
-24% -$196K 0.28% 80
2019
Q4 		$988K Sell
10,440
-1,800
-15% -$155K 0.33% 76
2019
Q3 		$928K Buy
12,240
+600
+5% +$45.9K 0.21% 73
2019
Q2 		$972K Sell
11,640
-500
-4% -$39.4K 0.18% 79
2019
Q1 		$912K Sell
12,140
-2,020
-14% -$149K 0.18% 88
2018
Q4 		$868K Buy
14,160
+5,700
+67% +$365K 0.19% 85
2018
Q3 		$603K Sell
8,460
-107,776
-93% -$7.76M 0.12% 142
2018
Q2 		$8.17M Buy
116,236
+9,621
+9% +$719K 2.05% 7
2018
Q1 		$8.24M Buy
106,615
+31,255
+41% +$2.66M 2.16% 7
2017
Q4 		$6.85M Buy
75,360
+8,497
+13% +$745K 1.6% 20
2017
Q3 		$5.52M Buy
66,863
+13,295
+25% +$977K 1.54% 24
2017
Q2 		$3.69M Buy
53,568
+403
+0.8% +$27.1K 1.01% 33
2017
Q1 		$3.65M Sell
53,165
-8,708
-14% -$598K 1.07% 34
2016
Q4 		$4M Buy
61,873
+48,373
+358% +$2.99M 1.19% 27
2016
Q3 		$756K Buy
13,500
+200
+2% +$10.5K 0.22% 77
2016
Q2 		$635K Buy
+13,300
New +$590K 0.19% 81

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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oberweis Asset Management's OSK Position: Q4 2024 in Review

Oberweis Asset Management sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 104,249 shares — an estimated $10.4M sold.

Oberweis Asset Management first reported a position in OSK in Q2 2016 and held it in 21 quarters. The position peaked at $19.8M in Q2 2024. 477 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

  • Oberweis Asset Management reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
  • Oberweis Asset Management sold 104,249 Oshkosh shares in Q4 2024, an estimated $10.4M.
  • Oberweis Asset Management first reported a position in Oshkosh in Q2 2016 and held it in 21 quarters.
  • Oberweis Asset Management's Oshkosh position peaked at $19.8M in Q2 2024.
  • 477 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Oberweis Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.