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Winfield Associates’s Oshkosh OSK Stock Holding History

Winfield Associates’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
Q1 		– Sell
-5
Closed -$1K – 483
2017
Q4 		$1K Hold
5
– – ﹤0.01% 773
2017
Q3 		$0 Hold
5
– – ﹤0.01% 865
2017
Q2 		$0 Hold
5
– – ﹤0.01% 899
2017
Q1 		$0 Hold
5
– – ﹤0.01% 784
2016
Q4 		$0 Hold
5
– – ﹤0.01% 763
2016
Q3 		$0 Hold
5
– – ﹤0.01% 722
2016
Q2 		$0 Buy
+5
New +$222 ﹤0.01% 749

Other funds holding OSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Winfield Associates's OSK Position: Q1 2018 in Review

Winfield Associates sold out of Oshkosh (OSK) in Q1 2018, closing a stake of 5 shares — an estimated $1K sold.

Winfield Associates first reported a position in OSK in Q2 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2017. 378 funds tracked by Wall St. Rank hold OSK as of Q1 2018.

  • Winfield Associates reported no remaining Oshkosh position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 5 Oshkosh shares in Q1 2018, an estimated $1K.
  • Winfield Associates first reported a position in Oshkosh in Q2 2016 and held it in 7 quarters.
  • Winfield Associates's Oshkosh position peaked at $1K in Q4 2017.
  • 378 funds tracked by Wall St. Rank held Oshkosh as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.