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World Asset Management’s Oshkosh OSK Stock Holding History

World Asset 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
2021
Q3 		$347K Sell
3,387
-93
-3% -$10.7K 0.03% 535
2021
Q2 		$434K Sell
3,480
-201
-5% -$25.4K 0.04% 478
2021
Q1 		$458K Sell
3,681
-209
-5% -$21.6K 0.04% 470
2020
Q4 		$335K Sell
3,890
-333
-8% -$26.5K 0.03% 577
2020
Q3 		$310K Sell
4,223
-295
-7% -$22.7K 0.03% 533
2020
Q2 		$324K Buy
4,518
+7
+0.2% +$478 0.04% 500
2020
Q1 		$290K Sell
4,511
-67
-1% -$5.25K 0.03% 608
2019
Q4 		$433K Sell
4,578
-413
-8% -$35.6K 0.02% 651
2019
Q3 		$378K Buy
4,991
+86
+2% +$6.58K 0.02% 738
2019
Q2 		$410K Sell
4,905
-26
-0.5% -$2.05K 0.02% 725
2019
Q1 		$370K Buy
4,931
+925
+23% +$68.3K 0.02% 758
2018
Q4 		$246K Sell
4,006
-297
-7% -$19K 0.02% 846
2018
Q3 		$307K Hold
4,303
– – 0.01% 922
2018
Q2 		$303K Sell
4,303
-67
-2% -$5.01K 0.01% 949
2018
Q1 		$338K Sell
4,370
-734
-14% -$62.5K 0.02% 939
2017
Q4 		$464K Sell
5,104
-308
-6% -$27K 0.02% 913
2017
Q3 		$447K Buy
5,412
+39
+0.7% +$2.87K 0.01% 925
2017
Q2 		$370K Sell
5,373
-181
-3% -$12.2K 0.01% 998
2017
Q1 		$381K Buy
5,554
+111
+2% +$7.63K 0.01% 964
2016
Q4 		$352K Sell
5,443
-282
-5% -$17.5K 0.01% 946
2016
Q3 		$321K Buy
5,725
+1,199
+26% +$63.1K 0.01% 1011
2016
Q2 		$216K Buy
+4,526
New +$201K 0.01% 1068
2015
Q2 		– Sell
-6,060
Closed -$296K – 1250
2015
Q1 		$296K Sell
6,060
-65
-1% -$2.97K 0.01% 1087
2014
Q4 		$298K Sell
6,125
-1,285
-17% -$58.4K 0.01% 1077
2014
Q3 		$327K Sell
7,410
-107
-1% -$5.32K 0.01% 1089
2014
Q2 		$417K Sell
7,517
-293
-4% -$16.2K 0.01% 1005
2014
Q1 		$460K Sell
7,810
-220
-3% -$12.1K 0.01% 959
2013
Q4 		$405K Sell
8,030
-2,934
-27% -$146K 0.01% 1049
2013
Q3 		$537K Sell
10,964
-1,532
-12% -$68.2K 0.01% 987
2013
Q2 		$474K Buy
+12,496
New +$480K 0.01% 1079

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

World Asset Management's OSK Position: Q3 2021 in Review

World Asset Management reduced its Oshkosh (OSK) stake by 2.7% in Q3 2021, selling an estimated $10.7K and leaving 3,387 shares worth $347K. The position accounts for 0.03% of the portfolio, ranked #535.

World Asset Management first reported a position in OSK in Q2 2013 and has held it in 30 quarters since. The position peaked at $537K in Q3 2013. 439 funds tracked by Wall St. Rank hold OSK as of Q3 2021.

  • World Asset Management held 3,387 shares of Oshkosh worth $347K as of Q3 2021.
  • World Asset Management sold 93 Oshkosh shares in Q3 2021, an estimated $10.7K.
  • Oshkosh made up 0.03% of World Asset Management's portfolio in Q3 2021, its #535 holding.
  • World Asset Management first reported a position in Oshkosh in Q2 2013 and has held it in 30 quarters since.
  • World Asset Management's Oshkosh position peaked at $537K in Q3 2013.
  • 439 funds tracked by Wall St. Rank held Oshkosh as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.