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Valley Wealth Managers’s Oshkosh OSK Stock Holding History

Valley Wealth Managers’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
2018
Q4 		– Sell
-215,440
Closed -$15.3M – 171
2018
Q3 		$15.3M Sell
215,440
-245
-0.1% -$17.6K 1.81% 32
2018
Q2 		$15.2M Buy
+215,685
New +$16.1M 1.85% 33

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Valley Wealth Managers's OSK Position: Q4 2018 in Review

Valley Wealth Managers sold out of Oshkosh (OSK) in Q4 2018, closing a stake of 215,440 shares — an estimated $15.3M sold.

Valley Wealth Managers first reported a position in OSK in Q2 2018 and held it in 2 quarters. The position peaked at $15.3M in Q3 2018. 393 funds tracked by Wall St. Rank hold OSK as of Q4 2018.

  • Valley Wealth Managers reported no remaining Oshkosh position as of Q4 2018 after selling out during the quarter.
  • Valley Wealth Managers sold 215,440 Oshkosh shares in Q4 2018, an estimated $15.3M.
  • Valley Wealth Managers first reported a position in Oshkosh in Q2 2018 and held it in 2 quarters.
  • Valley Wealth Managers's Oshkosh position peaked at $15.3M in Q3 2018.
  • 393 funds tracked by Wall St. Rank held Oshkosh as of Q4 2018.

Based on Valley Wealth Managers's 13F filing for Q4 2018, filed 8 Feb 2019.