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Westside Investment Management’s Oshkosh OSK Stock Holding History

Westside Investment 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
2018
Q3 		– Sell
-185
Closed -$13.1K – 799
2018
Q2 		$13.1K Hold
185
– – ﹤0.01% 504
2018
Q1 		$13.9K Buy
185
+40
+28% +$3.41K 0.01% 460
2017
Q4 		$13.1K Sell
145
-15
-9% -$1.31K 0.01% 505
2017
Q3 		$13.5K Sell
160
-31
-16% -$2.28K 0.01% 478
2017
Q2 		$12.9K Buy
191
+37
+24% +$2.49K 0.01% 480
2017
Q1 		$10.4K Hold
154
– – 0.01% 489
2016
Q4 		$10.5K Buy
+154
New +$9.53K 0.01% 380

Other funds holding OSK

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Westside Investment Management's OSK Position: Q3 2018 in Review

Westside Investment Management sold out of Oshkosh (OSK) in Q3 2018, closing a stake of 185 shares — an estimated $13.1K sold.

Westside Investment Management first reported a position in OSK in Q4 2016 and held it in 7 quarters. The position peaked at $13.9K in Q1 2018. 380 funds tracked by Wall St. Rank hold OSK as of Q3 2018.

  • Westside Investment Management reported no remaining Oshkosh position as of Q3 2018 after selling out during the quarter.
  • Westside Investment Management sold 185 Oshkosh shares in Q3 2018, an estimated $13.1K.
  • Westside Investment Management first reported a position in Oshkosh in Q4 2016 and held it in 7 quarters.
  • Westside Investment Management's Oshkosh position peaked at $13.9K in Q1 2018.
  • 380 funds tracked by Wall St. Rank held Oshkosh as of Q3 2018.

Based on Westside Investment Management's 13F filing for Q3 2018, filed 8 Nov 2018.