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Weld Capital Management’s Oshkosh OSK Stock Holding History

Weld Capital Management’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
-4,091
Closed -$387K – 625
2019
Q4 		$387K Buy
+4,091
New +$353K 0.07% 409
2019
Q2 		– Sell
-7,596
Closed -$571K – 888
2019
Q1 		$571K Sell
7,596
-5,582
-42% -$412K 0.1% 355
2018
Q4 		$808K Buy
+13,178
New +$845K 0.18% 195

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

Weld Capital Management's OSK Position: Q1 2020 in Review

Weld Capital Management sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 4,091 shares — an estimated $387K sold.

Weld Capital Management first reported a position in OSK in Q4 2018 and held it in 3 quarters. The position peaked at $808K in Q4 2018. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

  • Weld Capital Management reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
  • Weld Capital Management sold 4,091 Oshkosh shares in Q1 2020, an estimated $387K.
  • Weld Capital Management first reported a position in Oshkosh in Q4 2018 and held it in 3 quarters.
  • Weld Capital Management's Oshkosh position peaked at $808K in Q4 2018.
  • 363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Weld Capital Management's 13F filing for Q1 2020, filed 15 May 2020.