RA
OSK icon

Royce & Associates’s Oshkosh OSK Stock Holding History

Royce & Associates’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
2021
Q1 		– Sell
-61,200
Closed -$5.27M – 1048
2020
Q4 		$5.27M Buy
61,200
+9,200
+18% +$732K 0.04% 534
2020
Q3 		$3.82M Buy
52,000
+11,100
+27% +$855K 0.04% 525
2020
Q2 		$2.93M Buy
40,900
+3,050
+8% +$208K 0.03% 584
2020
Q1 		$2.44M Buy
+37,850
New +$2.97M 0.03% 547
2015
Q2 		– Sell
-21,974
Closed -$1.07M – 1234
2015
Q1 		$1.07M Sell
21,974
-5,000
-19% -$229K ﹤0.01% 1016
2014
Q4 		$1.31M Buy
26,974
+5,000
+23% +$227K ﹤0.01% 1036
2014
Q3 		$970K Buy
21,974
+10,400
+90% +$517K ﹤0.01% 1130
2014
Q2 		$643K Buy
+11,574
New +$640K ﹤0.01% 1200

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Royce & Associates's OSK Position: Q1 2021 in Review

Royce & Associates sold out of Oshkosh (OSK) in Q1 2021, closing a stake of 61,200 shares — an estimated $5.27M sold.

Royce & Associates first reported a position in OSK in Q2 2014 and held it in 8 quarters. The position peaked at $5.27M in Q4 2020. 429 funds tracked by Wall St. Rank hold OSK as of Q1 2021.

  • Royce & Associates reported no remaining Oshkosh position as of Q1 2021 after selling out during the quarter.
  • Royce & Associates sold 61,200 Oshkosh shares in Q1 2021, an estimated $5.27M.
  • Royce & Associates first reported a position in Oshkosh in Q2 2014 and held it in 8 quarters.
  • Royce & Associates's Oshkosh position peaked at $5.27M in Q4 2020.
  • 429 funds tracked by Wall St. Rank held Oshkosh as of Q1 2021.

Based on Royce & Associates's 13F filing for Q1 2021, filed 10 May 2021.