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Phocas Financial Corp’s Oshkosh OSK Stock Holding History

Phocas Financial Corp’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
Q4 		– Sell
-67,903
Closed -$4.99M – 202
2020
Q3 		$4.99M Buy
67,903
+2,363
+4% +$182K 0.86% 49
2020
Q2 		$4.69M Buy
65,540
+27,072
+70% +$1.85M 0.83% 50
2020
Q1 		$2.47M Buy
+38,468
New +$3.02M 0.5% 83
2015
Q3 		– Sell
-158,219
Closed -$6.71M – 235
2015
Q2 		$6.71M Buy
158,219
+54,510
+53% +$2.73M 0.54% 81
2015
Q1 		$5.06M Buy
+103,709
New +$4.74M 0.4% 116

Other funds holding OSK

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Phocas Financial Corp's OSK Position: Q4 2020 in Review

Phocas Financial Corp sold out of Oshkosh (OSK) in Q4 2020, closing a stake of 67,903 shares — an estimated $4.99M sold.

Phocas Financial Corp first reported a position in OSK in Q1 2015 and held it in 5 quarters. The position peaked at $6.71M in Q2 2015. 401 funds tracked by Wall St. Rank hold OSK as of Q4 2020.

  • Phocas Financial Corp reported no remaining Oshkosh position as of Q4 2020 after selling out during the quarter.
  • Phocas Financial Corp sold 67,903 Oshkosh shares in Q4 2020, an estimated $4.99M.
  • Phocas Financial Corp first reported a position in Oshkosh in Q1 2015 and held it in 5 quarters.
  • Phocas Financial Corp's Oshkosh position peaked at $6.71M in Q2 2015.
  • 401 funds tracked by Wall St. Rank held Oshkosh as of Q4 2020.

Based on Phocas Financial Corp's 13F filing for Q4 2020, filed 16 Feb 2021.