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Westwood Holdings Group’s Oshkosh OSK Stock Holding History

Westwood Holdings Group’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
2015
Q4 		– Sell
-393,383
Closed -$14.3M – 399
2015
Q3 		$14.3M Sell
393,383
-421,911
-52% -$16.5M 0.12% 147
2015
Q2 		$34.6M Buy
+815,294
New +$40.9M 0.26% 129

Other funds holding OSK

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Westwood Holdings Group's OSK Position: Q4 2015 in Review

Westwood Holdings Group sold out of Oshkosh (OSK) in Q4 2015, closing a stake of 393,383 shares — an estimated $14.3M sold.

Westwood Holdings Group first reported a position in OSK in Q2 2015 and held it in 2 quarters. The position peaked at $34.6M in Q2 2015. 229 funds tracked by Wall St. Rank hold OSK as of Q4 2015.

  • Westwood Holdings Group reported no remaining Oshkosh position as of Q4 2015 after selling out during the quarter.
  • Westwood Holdings Group sold 393,383 Oshkosh shares in Q4 2015, an estimated $14.3M.
  • Westwood Holdings Group first reported a position in Oshkosh in Q2 2015 and held it in 2 quarters.
  • Westwood Holdings Group's Oshkosh position peaked at $34.6M in Q2 2015.
  • 229 funds tracked by Wall St. Rank held Oshkosh as of Q4 2015.

Based on Westwood Holdings Group's 13F filing for Q4 2015, filed 16 Feb 2016.