Stevens Capital Management’s Oshkosh OSK Stock Holding History

Stevens Capital Management’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 Q1	–	Sell	-5,951	Closed	-$563K	–	315
2019 Q4	$563K	Buy	+5,951	New	+$513K	0.05%	332
2019 Q3	–	Sell	-17,203	Closed	-$1.44M	–	716
2019 Q2	$1.44M	Buy	+17,203	New	+$1.35M	0.06%	306
2019 Q1	–	Sell	-18,540	Closed	-$1.14M	–	841
2018 Q4	$1.14M	Sell	18,540 -9,937	-35%	-$637K	0.06%	357
2018 Q3	$2.03M	Buy	+28,477	New	+$2.05M	0.07%	301
2018 Q2	–	Sell	-3,864	Closed	-$299K	–	923
2018 Q1	$299K	Sell	3,864 -2,985	-44%	-$254K	0.01%	607
2017 Q4	$623K	Sell	6,849 -25,337	-79%	-$2.22M	0.02%	512
2017 Q3	$2.66M	Buy	32,186 +16,161	+101%	+$1.19M	0.1%	270
2017 Q2	$1.1M	Sell	16,025 -522	-3%	-$35.2K	0.04%	402
2017 Q1	$1.14M	Sell	16,547 -55,443	-77%	-$3.81M	0.04%	396
2016 Q4	$4.65M	Buy	+71,990	New	+$4.46M	0.19%	149
2014 Q3	–	Sell	-10,642	Closed	-$591K	–	1185
2014 Q2	$591K	Buy	+10,642	New	+$588K	0.02%	621
2014 Q1	–	Sell	-55,676	Closed	-$2.81M	–	1252
2013 Q4	$2.81M	Buy	+55,676	New	+$2.78M	0.08%	277

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stevens Capital Management's OSK Position: Q1 2020 in Review

Stevens Capital Management sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 5,951 shares — an estimated $563K sold.

Stevens Capital Management first reported a position in OSK in Q4 2013 and held it in 12 quarters. The position peaked at $4.65M in Q4 2016. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

Stevens Capital Management reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
Stevens Capital Management sold 5,951 Oshkosh shares in Q1 2020, an estimated $563K.
Stevens Capital Management first reported a position in Oshkosh in Q4 2013 and held it in 12 quarters.
Stevens Capital Management's Oshkosh position peaked at $4.65M in Q4 2016.
363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Stevens Capital Management's 13F filing for Q1 2020, filed 21 Apr 2020.