O'Shaughnessy Asset Management’s Golden Ocean Group GOGL Stock Holding History

O'Shaughnessy Asset Management’s Portfolio GOGL Stock Details GOGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,646	Closed	-$108K	–	1759
2023 Q3	$108K	Sell	13,646 -7,966	-37%	-$59.8K	﹤0.01%	1369
2023 Q2	$163K	Sell	21,612 -15,294	-41%	-$127K	﹤0.01%	1240
2023 Q1	$351K	Buy	36,906 +8,378	+29%	+$79.2K	0.01%	993
2022 Q4	$248K	Buy	+28,528	New	+$248K	﹤0.01%	1039

Other funds holding GOGL

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

O'Shaughnessy Asset Management's GOGL Position: Q4 2023 in Review

O'Shaughnessy Asset Management sold out of Golden Ocean Group (GOGL) in Q4 2023, closing a stake of 13,646 shares — an estimated $108K sold.

O'Shaughnessy Asset Management first reported a position in GOGL in Q4 2022 and held it in 4 quarters. The position peaked at $351K in Q1 2023. 156 funds tracked by Wall St. Rank hold GOGL as of Q4 2023.

O'Shaughnessy Asset Management reported no remaining Golden Ocean Group position as of Q4 2023 after selling out during the quarter.
O'Shaughnessy Asset Management sold 13,646 Golden Ocean Group shares in Q4 2023, an estimated $108K.
O'Shaughnessy Asset Management first reported a position in Golden Ocean Group in Q4 2022 and held it in 4 quarters.
O'Shaughnessy Asset Management's Golden Ocean Group position peaked at $351K in Q1 2023.
156 funds tracked by Wall St. Rank held Golden Ocean Group as of Q4 2023.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2023, filed 9 Feb 2024.