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UBS’s Oshkosh OSK Stock Holding History

UBS’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
Q3 		$3.35M Buy
75,902
+8,283
+12% +$412K ﹤0.01% 2413
2014
Q2 		$3.75M Sell
67,619
-4,439
-6% -$245K ﹤0.01% 2227
2014
Q1 		$4.24M Buy
72,058
+52,943
+277% +$2.9M ﹤0.01% 2023
2013
Q4 		$963K Buy
19,115
+16,919
+770% +$843K ﹤0.01% 3589
2013
Q3 		$108K Sell
2,196
-57,337
-96% -$2.55M ﹤0.01% 5926
2013
Q2 		$2.26M Buy
+59,533
New +$2.29M ﹤0.01% 2412

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

UBS's OSK Position: Q3 2014 in Review

UBS increased its Oshkosh (OSK) stake by 12% in Q3 2014, buying an estimated $412K and bringing the position to 75,902 shares worth $3.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

UBS first reported a position in OSK in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.24M in Q1 2014. 252 funds tracked by Wall St. Rank hold OSK as of Q3 2014.

  • UBS held 75,902 shares of Oshkosh worth $3.35M as of Q3 2014.
  • UBS bought 8,283 Oshkosh shares in Q3 2014, an estimated $412K.
  • Oshkosh made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2413 holding.
  • UBS first reported a position in Oshkosh in Q2 2013 and has held it in 6 quarters since.
  • UBS's Oshkosh position peaked at $4.24M in Q1 2014.
  • 252 funds tracked by Wall St. Rank held Oshkosh as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.