Creative Planning
OSG

Creative Planning’s Overseas Shipholding Group Inc. OSG Stock Holding History

Creative Planning’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
Q3 		– Sell
-20,103
Closed -$170K – 3351
2024
Q2 		$170K Buy
20,103
+7,148
+55% +$51.8K ﹤0.01% 2722
2024
Q1 		$82.9K Buy
+12,955
New +$77.3K ﹤0.01% 2728
2017
Q3 		– Sell
-36
Closed – – 3856
2017
Q2 		$0 Hold
36
– – ﹤0.01% 4883
2017
Q1 		$0 Hold
36
– – ﹤0.01% 4958
2016
Q4 		$0 Hold
36
– – ﹤0.01% 4892
2016
Q3 		$0 Buy
+36
New +$412 ﹤0.01% 4773
2016
Q2 		– Sell
-2
Closed – – 4562
2016
Q1 		$0 Sell
2
-4
-67% -$55 ﹤0.01% 4580
2015
Q4 		$0 Buy
+6
New +$100 ﹤0.01% 4621

Other funds holding OSG

EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return

Creative Planning's OSG Position: Q3 2024 in Review

Creative Planning sold out of Overseas Shipholding Group Inc. (OSG) in Q3 2024, closing a stake of 20,103 shares — an estimated $170K sold.

Creative Planning first reported a position in OSG in Q4 2015 and held it in 8 quarters. The position peaked at $170K in Q2 2024. 1 fund tracked by Wall St. Rank holds OSG as of Q3 2024.

  • Creative Planning reported no remaining Overseas Shipholding Group Inc. position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 20,103 Overseas Shipholding Group Inc. shares in Q3 2024, an estimated $170K.
  • Creative Planning first reported a position in Overseas Shipholding Group Inc. in Q4 2015 and held it in 8 quarters.
  • Creative Planning's Overseas Shipholding Group Inc. position peaked at $170K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.