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SummerHaven Investment Management’s Oshkosh OSK Stock Holding History

SummerHaven Investment 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
2021
Q3 		– Sell
-5,994
Closed -$747K – 271
2021
Q2 		$747K Buy
5,994
+146
+2% +$18.5K 0.43% 124
2021
Q1 		$694K Hold
5,848
– – 0.42% 129
2020
Q4 		$503K Buy
+5,848
New +$465K 0.39% 173

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

SummerHaven Investment Management's OSK Position: Q3 2021 in Review

SummerHaven Investment Management sold out of Oshkosh (OSK) in Q3 2021, closing a stake of 5,994 shares — an estimated $747K sold.

SummerHaven Investment Management first reported a position in OSK in Q4 2020 and held it in 3 quarters. The position peaked at $747K in Q2 2021. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • SummerHaven Investment Management reported no remaining Oshkosh position as of Q3 2021 after selling out during the quarter.
  • SummerHaven Investment Management sold 5,994 Oshkosh shares in Q3 2021, an estimated $747K.
  • SummerHaven Investment Management first reported a position in Oshkosh in Q4 2020 and held it in 3 quarters.
  • SummerHaven Investment Management's Oshkosh position peaked at $747K in Q2 2021.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on SummerHaven Investment Management's 13F filing for Q3 2021, filed 20 Oct 2021.