O'Shaughnessy Asset Management’s Douglas Dynamics PLOW Stock Holding History

O'Shaughnessy Asset Management’s Portfolio PLOW Stock Details PLOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-14	Closed	-$1K	–	2152
2021 Q3	$1K	Buy	+14	New	+$540	﹤0.01%	2620
2017 Q4	–	Sell	-47,431	Closed	-$1.87M	–	980
2017 Q3	$1.87M	Sell	47,431 -32,827	-41%	-$1.12M	0.04%	212
2017 Q2	$2.64M	Sell	80,258 -3,275	-4%	-$101K	0.06%	181
2017 Q1	$2.56M	Buy	83,533 +955	+1%	+$31K	0.06%	176
2016 Q4	$2.78M	Buy	82,578 +55,618	+206%	+$1.77M	0.07%	169
2016 Q3	$861K	Buy	+26,960	New	+$807K	0.02%	287
2015 Q4	–	Sell	-62,089	Closed	-$1.23M	–	983
2015 Q3	$1.23M	Sell	62,089 -50,464	-45%	-$1.07M	0.03%	291
2015 Q2	$2.42M	Sell	112,553 -31,394	-22%	-$682K	0.05%	215
2015 Q1	$3.28M	Sell	143,947 -21,815	-13%	-$472K	0.06%	182
2014 Q4	$3.53M	Buy	165,762 +81,450	+97%	+$1.75M	0.07%	181
2014 Q3	$1.64M	Buy	84,312 +46,101	+121%	+$866K	0.03%	273
2014 Q2	$673K	Buy	+38,211	New	+$663K	0.01%	384

Other funds holding PLOW

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

O'Shaughnessy Asset Management's PLOW Position: Q4 2021 in Review

O'Shaughnessy Asset Management sold out of Douglas Dynamics (PLOW) in Q4 2021, closing a stake of 14 shares — an estimated $1K sold.

O'Shaughnessy Asset Management first reported a position in PLOW in Q2 2014 and held it in 12 quarters. The position peaked at $3.53M in Q4 2014. 138 funds tracked by Wall St. Rank hold PLOW as of Q4 2021.

O'Shaughnessy Asset Management reported no remaining Douglas Dynamics position as of Q4 2021 after selling out during the quarter.
O'Shaughnessy Asset Management sold 14 Douglas Dynamics shares in Q4 2021, an estimated $1K.
O'Shaughnessy Asset Management first reported a position in Douglas Dynamics in Q2 2014 and held it in 12 quarters.
O'Shaughnessy Asset Management's Douglas Dynamics position peaked at $3.53M in Q4 2014.
138 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2021.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2021, filed 11 Feb 2022.