Sunnymeath Asset Management’s Oshkosh OSK Stock Holding History

Sunnymeath Asset 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
2016 Q4	$1.64M	Buy	25,350 +1,700	+7%	+$105K	2.3%	9
2016 Q3	$1.02M	Buy	23,650 +2,650	+13%	+$140K	2.24%	10
2016 Q2	$997K	Buy	21,000 +11,450	+120%	+$508K	1.46%	26
2016 Q1	$389K	Sell	9,550 -23,750	-71%	-$840K	0.59%	56
2015 Q4	$1.3M	Buy	+33,300	New	+$1.36M	2.07%	13

Other funds holding OSK

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sunnymeath Asset Management's OSK Position: Q4 2016 in Review

Sunnymeath Asset Management increased its Oshkosh (OSK) stake by 7.2% in Q4 2016, buying an estimated $105K and bringing the position to 25,350 shares worth $1.64M. The position accounts for 2.3% of the portfolio, ranked #9.

Sunnymeath Asset Management first reported a position in OSK in Q4 2015 and has held it in 5 quarters since. 336 funds tracked by Wall St. Rank hold OSK as of Q4 2016.

Sunnymeath Asset Management held 25,350 shares of Oshkosh worth $1.64M as of Q4 2016.
Sunnymeath Asset Management bought 1,700 Oshkosh shares in Q4 2016, an estimated $105K.
Oshkosh made up 2.3% of Sunnymeath Asset Management's portfolio in Q4 2016, its #9 holding.
Sunnymeath Asset Management first reported a position in Oshkosh in Q4 2015 and has held it in 5 quarters since.
336 funds tracked by Wall St. Rank held Oshkosh as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.