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Sit Investment Associates’s Oshkosh OSK Stock Holding History

Sit Investment 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
Q3 		– Sell
-7,925
Closed -$988K – 515
2021
Q2 		$988K Sell
7,925
-3,175
-29% -$401K 0.02% 362
2021
Q1 		$1.32M Hold
11,100
– – 0.03% 339
2020
Q4 		$955K Sell
11,100
-7,975
-42% -$635K 0.03% 358
2020
Q3 		$1.4M Buy
19,075
+750
+4% +$57.8K 0.04% 317
2020
Q2 		$1.31M Hold
18,325
– – 0.04% 308
2020
Q1 		$1.18M Hold
18,325
– – 0.04% 310
2019
Q4 		$1.73M Hold
18,325
– – 0.05% 304
2019
Q3 		$1.39M Hold
18,325
– – 0.04% 311
2019
Q2 		$1.53M Hold
18,325
– – 0.05% 304
2019
Q1 		$1.38M Sell
18,325
-1,200
-6% -$88.7K 0.04% 301
2018
Q4 		$1.2M Sell
19,525
-2,400
-11% -$154K 0.04% 311
2018
Q3 		$1.56M Sell
21,925
-12,300
-36% -$886K 0.04% 284
2018
Q2 		$2.41M Sell
34,225
-18,200
-35% -$1.36M 0.06% 265
2018
Q1 		$4.05M Buy
52,425
+17,710
+51% +$1.51M 0.1% 213
2017
Q4 		$3.15M Buy
34,715
+9,625
+38% +$843K 0.08% 233
2017
Q3 		$2.07M Sell
25,090
-235
-0.9% -$17.3K 0.05% 277
2017
Q2 		$1.74M Buy
25,325
+15,125
+148% +$1.02M 0.04% 293
2017
Q1 		$700K Buy
+10,200
New +$701K 0.02% 385

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sit Investment Associates's OSK Position: Q3 2021 in Review

Sit Investment Associates sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 7,925 shares — an estimated $988K sold.

Sit Investment Associates first reported a position in OSK in Q1 2017 and held it in 18 quarters. The position peaked at $4.05M in Q1 2018. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • Sit Investment Associates reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • Sit Investment Associates sold 7,925 Oshkosh shares in Q3 2021, an estimated $988K.
  • Sit Investment Associates first reported a position in Oshkosh in Q1 2017 and held it in 18 quarters.
  • Sit Investment Associates's Oshkosh position peaked at $4.05M in Q1 2018.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on Sit Investment Associates's 13F filing for Q3 2021, filed 12 Nov 2021.