Paloma Partners’s Oshkosh OSK Stock Holding History

Paloma Partners’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
2016 Q4	–	Sell	-18,100	Closed	-$1.01M	–	2090
2016 Q3	$1.01M	Buy	+18,100	New	+$953K	0.01%	1008

Other funds holding OSK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Paloma Partners's OSK Position: Q4 2024 in Review

Paloma Partners sold out of Oshkosh (OSK) in Q4 2024, closing a stake of 2,928 shares — an estimated $293K sold.

Paloma Partners first reported a position in OSK in Q2 2014 and held it in 26 quarters. The position peaked at $2.33M in Q4 2016. 478 funds tracked by Wall St. Rank hold OSK as of Q4 2024.

Paloma Partners reported no remaining Oshkosh position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 2,928 Oshkosh shares in Q4 2024, an estimated $293K.
Paloma Partners first reported a position in Oshkosh in Q2 2014 and held it in 26 quarters.
Paloma Partners's Oshkosh position peaked at $2.33M in Q4 2016.
478 funds tracked by Wall St. Rank held Oshkosh as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.