Stratton Management’s Oshkosh OSK Stock Holding History

Stratton 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
2015 Q3	–	Sell	-371,450	Closed	-$15.7M	–	276
2015 Q2	$15.7M	Hold	371,450	–	–	0.69%	55
2015 Q1	$18.1M	Hold	371,450	–	–	0.74%	41
2014 Q4	$18.1M	Sell	371,450 -38,250	-9%	-$1.74M	0.74%	45
2014 Q3	$18.1M	Sell	409,700 -1,750	-0.4%	-$87K	0.82%	34
2014 Q2	$22.8M	Buy	411,450 +47,700	+13%	+$2.64M	0.95%	26
2014 Q1	$21.4M	Hold	363,750	–	–	0.98%	23
2013 Q4	$18.3M	Hold	363,750	–	–	0.87%	28
2013 Q3	$17.8M	Buy	363,750 +1,750	+0.5%	+$77.9K	0.92%	24
2013 Q2	$13.7M	Buy	+362,000	New	+$13.9M	0.8%	31

Other funds holding OSK

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stratton Management's OSK Position: Q3 2015 in Review

Stratton Management sold out of Oshkosh (OSK) in Q3 2015, closing a stake of 371,450 shares — an estimated $15.7M sold.

Stratton Management first reported a position in OSK in Q2 2013 and held it in 9 quarters. The position peaked at $22.8M in Q2 2014. 239 funds tracked by Wall St. Rank hold OSK as of Q3 2015.

Stratton Management reported no remaining Oshkosh position as of Q3 2015 after selling out during the quarter.
Stratton Management sold 371,450 Oshkosh shares in Q3 2015, an estimated $15.7M.
Stratton Management first reported a position in Oshkosh in Q2 2013 and held it in 9 quarters.
Stratton Management's Oshkosh position peaked at $22.8M in Q2 2014.
239 funds tracked by Wall St. Rank held Oshkosh as of Q3 2015.

Based on Stratton Management's 13F filing for Q3 2015, filed 6 Nov 2015.