WC
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Walthausen & Co’s Oshkosh OSK Stock Holding History

Walthausen & Co’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
2021
Q2 		– Sell
-9,792
Closed -$1.16M – 150
2021
Q1 		$1.16M Sell
9,792
-2,540
-21% -$263K 0.24% 136
2020
Q4 		$1.06M Sell
12,332
-63,609
-84% -$5.06M 0.29% 129
2020
Q3 		$5.58M Buy
75,941
+2,798
+4% +$215K 1.16% 29
2020
Q2 		$5.24M Buy
73,143
+90
+0.1% +$6.14K 1.06% 41
2020
Q1 		$4.7M Sell
73,053
-9,870
-12% -$774K 1.01% 44
2019
Q4 		$7.85M Sell
82,923
-24,326
-23% -$2.1M 1.03% 35
2019
Q3 		$8.13M Hold
107,249
– – 1.13% 28
2019
Q2 		$8.95M Buy
107,249
+4,585
+4% +$361K 1.18% 19
2019
Q1 		$7.71M Sell
102,664
-3,065
-3% -$226K 1% 36
2018
Q4 		$6.48M Buy
105,729
+12,399
+13% +$795K 0.9% 45
2018
Q3 		$6.65M Buy
+93,330
New +$6.72M 0.64% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Walthausen & Co's OSK Position: Q2 2021 in Review

Walthausen & Co sold out of Oshkosh (OSK) in Q2 2021, closing a stake of 9,792 shares — an estimated $1.16M sold.

Walthausen & Co first reported a position in OSK in Q3 2018 and held it in 11 quarters. The position peaked at $8.95M in Q2 2019. 452 funds tracked by Wall St. Rank hold OSK as of Q2 2021.

  • Walthausen & Co reported no remaining Oshkosh position as of Q2 2021 after selling out during the quarter.
  • Walthausen & Co sold 9,792 Oshkosh shares in Q2 2021, an estimated $1.16M.
  • Walthausen & Co first reported a position in Oshkosh in Q3 2018 and held it in 11 quarters.
  • Walthausen & Co's Oshkosh position peaked at $8.95M in Q2 2019.
  • 452 funds tracked by Wall St. Rank held Oshkosh as of Q2 2021.

Based on Walthausen & Co's 13F filing for Q2 2021, filed 13 Aug 2021.