Wilen Investment Management’s Oshkosh OSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $161K | Hold |
2,300
| – | – | 0.16% | 51 |
|
|
2022
Q2 | $187K | Hold |
2,300
| – | – | 0.16% | 47 |
|
|
2022
Q1 | $230K | Sell |
2,300
-100
| -4% | -$11.2K | 0.17% | 48 |
|
|
2021
Q4 | $269K | Sell |
2,400
-50
| -2% | -$5.46K | 0.21% | 45 |
|
|
2021
Q3 | $250K | Sell |
2,450
-50
| -2% | -$5.74K | 0.2% | 49 |
|
|
2021
Q2 | $310K | Sell |
2,500
-100
| -4% | -$12.6K | 0.27% | 46 |
|
|
2021
Q1 | $307K | Hold |
2,600
| – | – | 0.27% | 47 |
|
|
2020
Q4 | $222K | Buy |
+2,600
| New | +$207K | 0.22% | 50 |
|
|
2020
Q3 | – | Sell |
-3,000
| Closed | -$213K | – | 55 |
|
|
2020
Q2 | $213K | Buy |
+3,000
| New | +$205K | 0.27% | 46 |
|
|
2020
Q1 | – | Sell |
-3,215
| Closed | -$302K | – | 55 |
|
|
2019
Q4 | $302K | Hold |
3,215
| – | – | 0.24% | 47 |
|
|
2019
Q3 | $241K | Hold |
3,215
| – | – | 0.19% | 52 |
|
|
2019
Q2 | $267K | Sell |
3,215
-100
| -3% | -$7.87K | 0.21% | 50 |
|
|
2019
Q1 | $247K | Hold |
3,315
| – | – | 0.19% | 51 |
|
|
2018
Q4 | $202K | Hold |
3,315
| – | – | 0.17% | 54 |
|
|
2018
Q3 | $234K | Sell |
3,315
-200
| -6% | -$14.4K | 0.16% | 56 |
|
|
2018
Q2 | $257K | Hold |
3,515
| – | – | 0.17% | 56 |
|
|
2018
Q1 | $269K | Hold |
3,515
| – | – | 0.18% | 54 |
|
|
2017
Q4 | $318K | Sell |
3,515
-700
| -17% | -$61.3K | 0.21% | 51 |
|
|
2017
Q3 | $344K | Sell |
4,215
-200
| -5% | -$14.7K | 0.21% | 50 |
|
|
2017
Q2 | $300K | Sell |
4,415
-100
| -2% | -$6.74K | 0.18% | 48 |
|
|
2017
Q1 | $307K | Hold |
4,515
| – | – | 0.18% | 49 |
|
|
2016
Q4 | $289K | Sell |
4,515
-85
| -2% | -$5.26K | 0.18% | 53 |
|
|
2016
Q3 | $253K | Sell |
4,600
-100
| -2% | -$5.26K | 0.17% | 56 |
|
|
2016
Q2 | $221K | Buy |
+4,700
| New | +$209K | 0.14% | 60 |
|
|
2015
Q3 | – | Sell |
-4,800
| Closed | -$202K | – | 68 |
|
|
2015
Q2 | $202K | Hold |
4,800
| – | – | 0.14% | 67 |
|
|
2015
Q1 | $230K | Sell |
4,800
-300
| -6% | -$13.7K | 0.16% | 63 |
|
|
2014
Q4 | $245K | Hold |
5,100
| – | – | 0.16% | 61 |
|
|
2014
Q3 | $222K | Hold |
5,100
| – | – | 0.14% | 67 |
|
|
2014
Q2 | $280K | Hold |
5,100
| – | – | 0.16% | 65 |
|
|
2014
Q1 | $296K | Hold |
5,100
| – | – | 0.17% | 65 |
|
|
2013
Q4 | $252K | Hold |
5,100
| – | – | 0.16% | 64 |
|
|
2013
Q3 | $245K | Buy |
+5,100
| New | +$227K | 0.16% | 67 |
|
Other funds holding OSK
GA
Wilen Investment Management's OSK Position: Q3 2022 in Review
Wilen Investment Management held its Oshkosh (OSK) position steady in Q3 2022 at 2,300 shares worth $161K. The position accounts for 0.16% of the portfolio, ranked #51.
Wilen Investment Management first reported a position in OSK in Q3 2013 and has held it in 32 quarters since. The position peaked at $344K in Q3 2017. 370 funds tracked by Wall St. Rank hold OSK as of Q3 2022.
- Wilen Investment Management held 2,300 shares of Oshkosh worth $161K as of Q3 2022.
- Wilen Investment Management left its Oshkosh share count unchanged in Q3 2022.
- Oshkosh made up 0.16% of Wilen Investment Management's portfolio in Q3 2022, its #51 holding.
- Wilen Investment Management first reported a position in Oshkosh in Q3 2013 and has held it in 32 quarters since.
- Wilen Investment Management's Oshkosh position peaked at $344K in Q3 2017.
- 370 funds tracked by Wall St. Rank held Oshkosh as of Q3 2022.
Based on Wilen Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.