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WBI Investments’s Oshkosh OSK Stock Holding History

WBI Investments’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
2020
Q1 		– Sell
-2,166
Closed -$205K – 171
2019
Q4 		$205K Sell
2,166
-582
-21% -$50.2K 0.02% 187
2019
Q3 		$208K Sell
2,748
-44,796
-94% -$3.43M 0.02% 204
2019
Q2 		$3.97M Buy
+47,544
New +$3.74M 0.35% 64
2018
Q1 		– Sell
-27,014
Closed -$2.46M – 286
2017
Q4 		$2.46M Buy
+27,014
New +$2.37M 0.11% 130

Other funds holding OSK

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WBI Investments's OSK Position: Q1 2020 in Review

WBI Investments sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 2,166 shares — an estimated $205K sold.

WBI Investments first reported a position in OSK in Q4 2017 and held it in 4 quarters. The position peaked at $3.97M in Q2 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • WBI Investments reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • WBI Investments sold 2,166 Oshkosh shares in Q1 2020, an estimated $205K.
  • WBI Investments first reported a position in Oshkosh in Q4 2017 and held it in 4 quarters.
  • WBI Investments's Oshkosh position peaked at $3.97M in Q2 2019.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on WBI Investments's 13F filing for Q1 2020, filed 8 May 2020.