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UBS O'Connor’s Oshkosh OSK Stock Holding History

UBS O'Connor’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
2017
Q3 		– Sell
-240,000
Closed -$16.5M – 411
2017
Q2 		$16.5M Buy
+240,000
New +$16.2M 0.27% 92
2016
Q3 		– Sell
-98,007
Closed -$4.68M – 477
2016
Q2 		$4.68M Buy
+98,007
New +$4.35M 0.1% 182
2014
Q4 		– Sell
-265,951
Closed -$11.7M – 696
2014
Q3 		$11.7M Buy
+265,951
New +$13.2M 0.2% 145

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS O'Connor's OSK Position: Q3 2017 in Review

UBS O'Connor sold out of Oshkosh (OSK) in Q3 2017, closing a stake of 240,000 shares — an estimated $16.5M sold.

UBS O'Connor first reported a position in OSK in Q3 2014 and held it in 3 quarters. The position peaked at $16.5M in Q2 2017. 340 funds tracked by Wall St. Rank hold OSK as of Q3 2017.

  • UBS O'Connor reported no remaining Oshkosh position as of Q3 2017 after selling out during the quarter.
  • UBS O'Connor sold 240,000 Oshkosh shares in Q3 2017, an estimated $16.5M.
  • UBS O'Connor first reported a position in Oshkosh in Q3 2014 and held it in 3 quarters.
  • UBS O'Connor's Oshkosh position peaked at $16.5M in Q2 2017.
  • 340 funds tracked by Wall St. Rank held Oshkosh as of Q3 2017.

Based on UBS O'Connor's 13F filing for Q3 2017, filed 14 Nov 2017.