SGI
OSK icon

Summit Global Investments’s Oshkosh OSK Stock Holding History

Summit Global 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
2025
Q1 		– Sell
-6,114
Closed -$581K – 539
2024
Q4 		$581K Sell
6,114
-11,709
-66% -$1.23M 0.04% 324
2024
Q3 		$1.79M Buy
17,823
+3,476
+24% +$362K 0.11% 142
2024
Q2 		$1.55M Sell
14,347
-2,935
-17% -$339K 0.1% 149
2024
Q1 		$2.15M Sell
17,282
-2,316
-12% -$258K 0.16% 109
2023
Q4 		$2.13M Buy
19,598
+3,282
+20% +$317K 0.14% 122
2023
Q3 		$1.56M Sell
16,316
-10,252
-39% -$994K 0.1% 152
2023
Q2 		$2.3M Buy
+26,568
New +$2.09M 0.15% 125

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Global Investments's OSK Position: Q1 2025 in Review

Summit Global Investments sold out of Oshkosh (OSK) in Q1 2025, closing a stake of 6,114 shares — an estimated $581K sold.

Summit Global Investments first reported a position in OSK in Q2 2023 and held it in 7 quarters. The position peaked at $2.3M in Q2 2023. 503 funds tracked by Wall St. Rank hold OSK as of Q1 2025.

  • Summit Global Investments reported no remaining Oshkosh position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 6,114 Oshkosh shares in Q1 2025, an estimated $581K.
  • Summit Global Investments first reported a position in Oshkosh in Q2 2023 and held it in 7 quarters.
  • Summit Global Investments's Oshkosh position peaked at $2.3M in Q2 2023.
  • 503 funds tracked by Wall St. Rank held Oshkosh as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.