AWM
OSG

Accurate Wealth Management’s Overseas Shipholding Group Inc. OSG Stock Holding History

Accurate Wealth Management’s Portfolio OSG Stock Details OSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-192,185
Closed -$988K – 312
2023
Q4 		$988K Sell
192,185
-1
-0% -$5 0.31% 77
2023
Q3 		$886K Sell
192,186
-135,443
-41% -$563K 0.28% 81
2023
Q2 		$1.35M Buy
327,629
+24,424
+8% +$94.4K 0.42% 60
2023
Q1 		$1.18M Buy
+303,205
New +$1.09M 0.41% 70

Other funds holding OSG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
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
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Accurate Wealth Management's OSG Position: Q1 2024 in Review

Accurate Wealth Management sold out of Overseas Shipholding Group Inc. (OSG) in Q1 2024, closing a stake of 192,185 shares — an estimated $988K sold.

Accurate Wealth Management first reported a position in OSG in Q1 2023 and held it in 4 quarters. The position peaked at $1.35M in Q2 2023. 116 funds tracked by Wall St. Rank hold OSG as of Q1 2024.

  • Accurate Wealth Management reported no remaining Overseas Shipholding Group Inc. position as of Q1 2024 after selling out during the quarter.
  • Accurate Wealth Management sold 192,185 Overseas Shipholding Group Inc. shares in Q1 2024, an estimated $988K.
  • Accurate Wealth Management first reported a position in Overseas Shipholding Group Inc. in Q1 2023 and held it in 4 quarters.
  • Accurate Wealth Management's Overseas Shipholding Group Inc. position peaked at $1.35M in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q1 2024.

Based on Accurate Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.