SI
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SII Investments’s Oshkosh OSK Stock Holding History

SII Investments’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
2018
Q1 		– Sell
-4,980
Closed -$452K – 235
2017
Q4 		$452K Sell
4,980
-4,439
-47% -$389K 0.05% 261
2017
Q3 		$784K Buy
9,419
+80
+0.9% +$5.88K 0.04% 258
2017
Q2 		$643K Buy
9,339
+514
+6% +$34.6K 0.04% 290
2017
Q1 		$597K Sell
8,825
-2,273
-20% -$156K 0.04% 291
2016
Q4 		$718K Sell
11,098
-2,057
-16% -$127K 0.05% 242
2016
Q3 		$736K Buy
13,155
+448
+4% +$23.6K 0.06% 237
2016
Q2 		$607K Buy
12,707
+1,142
+10% +$50.7K 0.05% 272
2016
Q1 		$473K Buy
+11,565
New +$409K 0.04% 315
2015
Q4 		– Sell
-10,503
Closed -$381K – 518
2015
Q3 		$381K Buy
10,503
+2,240
+27% +$87.5K 0.04% 347
2015
Q2 		$351K Buy
8,263
+3,050
+59% +$153K 0.04% 352
2015
Q1 		$254K Sell
5,213
-497
-9% -$22.7K 0.03% 441
2014
Q4 		$277K Sell
5,710
-197
-3% -$8.95K 0.04% 387
2014
Q3 		$261K Sell
5,907
-3,711
-39% -$185K 0.04% 396
2014
Q2 		$533K Sell
9,618
-5,943
-38% -$329K 0.08% 253
2014
Q1 		$846K Buy
+15,561
New +$854K 0.16% 156

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SII Investments's OSK Position: Q1 2018 in Review

SII Investments sold out of Oshkosh (OSK) in Q1 2018, closing a stake of 4,980 shares — an estimated $452K sold.

SII Investments first reported a position in OSK in Q1 2014 and held it in 15 quarters. The position peaked at $846K in Q1 2014. 378 funds tracked by Wall St. Rank hold OSK as of Q1 2018.

  • SII Investments reported no remaining Oshkosh position as of Q1 2018 after selling out during the quarter.
  • SII Investments sold 4,980 Oshkosh shares in Q1 2018, an estimated $452K.
  • SII Investments first reported a position in Oshkosh in Q1 2014 and held it in 15 quarters.
  • SII Investments's Oshkosh position peaked at $846K in Q1 2014.
  • 378 funds tracked by Wall St. Rank held Oshkosh as of Q1 2018.

Based on SII Investments's 13F filing for Q1 2018.