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Swarthmore Group’s Oshkosh OSK Stock Holding History

Swarthmore Group’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
2014
Q4 		– Sell
-707,850
Closed -$31.3M – 61
2014
Q3 		$31.3M Buy
707,850
+195,275
+38% +$9.71M 2.9% 23
2014
Q2 		$28.5M Buy
512,575
+77,625
+18% +$4.29M 3% 18
2014
Q1 		$25.6M Buy
+434,950
New +$23.9M 3.03% 19

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Swarthmore Group's OSK Position: Q4 2014 in Review

Swarthmore Group sold out of Oshkosh (OSK) in Q4 2014, closing a stake of 707,850 shares — an estimated $31.3M sold.

Swarthmore Group first reported a position in OSK in Q1 2014 and held it in 3 quarters. The position peaked at $31.3M in Q3 2014. 245 funds tracked by Wall St. Rank hold OSK as of Q4 2014.

  • Swarthmore Group reported no remaining Oshkosh position as of Q4 2014 after selling out during the quarter.
  • Swarthmore Group sold 707,850 Oshkosh shares in Q4 2014, an estimated $31.3M.
  • Swarthmore Group first reported a position in Oshkosh in Q1 2014 and held it in 3 quarters.
  • Swarthmore Group's Oshkosh position peaked at $31.3M in Q3 2014.
  • 245 funds tracked by Wall St. Rank held Oshkosh as of Q4 2014.

Based on Swarthmore Group's 13F filing for Q4 2014, filed 21 Jan 2015.