ZIM
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ZPR Investment Management’s Oshkosh OSK Stock Holding History

ZPR 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
2019
Q3 		$1.25M Sell
16,420
-1,072
-6% -$82K 2.66% 11
2019
Q2 		$1.46M Buy
17,492
+5,285
+43% +$416K 2.97% 8
2019
Q1 		$917K Buy
+12,207
New +$902K 1.81% 20

Other funds holding OSK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ZPR Investment Management's OSK Position: Q3 2019 in Review

ZPR Investment Management reduced its Oshkosh (OSK) stake by 6.1% in Q3 2019, selling an estimated $82K and leaving 16,420 shares worth $1.25M. The position accounts for 2.66% of the portfolio, ranked #11.

ZPR Investment Management first reported a position in OSK in Q1 2019 and has held it in 3 quarters since. The position peaked at $1.46M in Q2 2019. 386 funds tracked by Wall St. Rank hold OSK as of Q3 2019.

  • ZPR Investment Management held 16,420 shares of Oshkosh worth $1.25M as of Q3 2019.
  • ZPR Investment Management sold 1,072 Oshkosh shares in Q3 2019, an estimated $82K.
  • Oshkosh made up 2.66% of ZPR Investment Management's portfolio in Q3 2019, its #11 holding.
  • ZPR Investment Management first reported a position in Oshkosh in Q1 2019 and has held it in 3 quarters since.
  • ZPR Investment Management's Oshkosh position peaked at $1.46M in Q2 2019.
  • 386 funds tracked by Wall St. Rank held Oshkosh as of Q3 2019.

Based on ZPR Investment Management's 13F filing for Q3 2019, filed 14 Nov 2019.