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Robert N. Shapiro’s Oshkosh OSK Stock Holding History

Robert N. Shapiro’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
2014
Q4 		– Sell
-480
Closed -$21K – 896
2014
Q3 		$21K Sell
480
-40
-8% -$1.99K ﹤0.01% 625
2014
Q2 		$29K Hold
520
– – 0.01% 549
2014
Q1 		$31K Hold
520
– – 0.01% 521
2013
Q4 		$26K Buy
520
+360
+225% +$17.9K ﹤0.01% 561
2013
Q3 		$8K Buy
+160
New +$7.12K ﹤0.01% 870

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $47.8B AUM 13.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Robert N. Shapiro's OSK Position: Q4 2014 in Review

Robert N. Shapiro sold out of Oshkosh (OSK) in Q4 2014, closing a stake of 480 shares — an estimated $21K sold.

Robert N. Shapiro first reported a position in OSK in Q3 2013 and held it in 5 quarters. The position peaked at $31K in Q1 2014. 245 funds tracked by Wall St. Rank hold OSK as of Q4 2014.

  • Robert N. Shapiro reported no remaining Oshkosh position as of Q4 2014 after selling out during the quarter.
  • Robert N. Shapiro sold 480 Oshkosh shares in Q4 2014, an estimated $21K.
  • Robert N. Shapiro first reported a position in Oshkosh in Q3 2013 and held it in 5 quarters.
  • Robert N. Shapiro's Oshkosh position peaked at $31K in Q1 2014.
  • 245 funds tracked by Wall St. Rank held Oshkosh as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.