Zacks Investment Management’s Oshkosh OSK Stock Holding History

Zacks 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
2020 Q1	–	Sell	-15,361	Closed	-$1.45M	–	570
2019 Q4	$1.45M	Buy	15,361 +305	+2%	+$26.3K	0.03%	326
2019 Q3	$1.14M	Buy	15,056 +911	+6%	+$69.7K	0.02%	357
2019 Q2	$1.18M	Buy	14,145 +864	+7%	+$68K	0.02%	375
2019 Q1	$998K	Buy	+13,281	New	+$981K	0.02%	396
2017 Q3	–	Sell	-3,581	Closed	-$247K	–	639
2017 Q2	$247K	Buy	+3,581	New	+$241K	0.01%	512
2016 Q4	–	Sell	-13,182	Closed	-$738K	–	707
2016 Q3	$738K	Sell	13,182 -5,725	-30%	-$301K	0.02%	397
2016 Q2	$902K	Buy	+18,907	New	+$839K	0.03%	346
2014 Q1	–	Sell	-8,653	Closed	-$436K	–	750
2013 Q4	$436K	Buy	+8,653	New	+$431K	0.02%	452

Other funds holding OSK

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Zacks Investment Management's OSK Position: Q1 2020 in Review

Zacks Investment Management sold out of Oshkosh (OSK) in Q1 2020, closing a stake of 15,361 shares — an estimated $1.45M sold.

Zacks Investment Management first reported a position in OSK in Q4 2013 and held it in 8 quarters. The position peaked at $1.45M in Q4 2019. 363 funds tracked by Wall St. Rank hold OSK as of Q1 2020.

Zacks Investment Management reported no remaining Oshkosh position as of Q1 2020 after selling out during the quarter.
Zacks Investment Management sold 15,361 Oshkosh shares in Q1 2020, an estimated $1.45M.
Zacks Investment Management first reported a position in Oshkosh in Q4 2013 and held it in 8 quarters.
Zacks Investment Management's Oshkosh position peaked at $1.45M in Q4 2019.
363 funds tracked by Wall St. Rank held Oshkosh as of Q1 2020.

Based on Zacks Investment Management's 13F filing for Q1 2020, filed 15 May 2020.