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Waddell & Reed Financial’s Oshkosh OSK Stock Holding History

Waddell & Reed Financial’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
Q1 		– Sell
-47,700
Closed -$3.08M – 576
2016
Q4 		$3.08M Buy
+47,700
New +$2.95M 0.01% 531

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waddell & Reed Financial's OSK Position: Q1 2017 in Review

Waddell & Reed Financial sold out of Oshkosh (OSK) in Q1 2017, closing a stake of 47,700 shares — an estimated $3.08M sold.

Waddell & Reed Financial first reported a position in OSK in Q4 2016 and held it in 1 quarter. The position peaked at $3.08M in Q4 2016. 339 funds tracked by Wall St. Rank hold OSK as of Q1 2017.

  • Waddell & Reed Financial reported no remaining Oshkosh position as of Q1 2017 after selling out during the quarter.
  • Waddell & Reed Financial sold 47,700 Oshkosh shares in Q1 2017, an estimated $3.08M.
  • Waddell & Reed Financial first reported a position in Oshkosh in Q4 2016 and held it in 1 quarter.
  • Waddell & Reed Financial's Oshkosh position peaked at $3.08M in Q4 2016.
  • 339 funds tracked by Wall St. Rank held Oshkosh as of Q1 2017.

Based on Waddell & Reed Financial's 13F filing for Q1 2017, filed 15 May 2017.