RWM
OSG

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

Ritholtz 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
Q3 		– Sell
-54,806
Closed -$465K – 925
2024
Q2 		$465K Sell
54,806
-5,618
-9% -$40.7K 0.02% 550
2024
Q1 		$387K Sell
60,424
-11,193
-16% -$66.8K 0.01% 578
2023
Q4 		$377K Sell
71,617
-33,760
-32% -$164K 0.01% 549
2023
Q3 		$463K Sell
105,377
-11,576
-10% -$48.1K 0.02% 469
2023
Q2 		$488K Sell
116,953
-4,567
-4% -$17.7K 0.02% 437
2023
Q1 		$474K Buy
121,520
+60,445
+99% +$218K 0.02% 420
2022
Q4 		$177K Buy
61,075
+30,847
+102% +$89.5K 0.01% 540
2022
Q3 		$90K Buy
+30,228
New +$81.8K ﹤0.01% 688

Other funds holding OSG

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

Ritholtz Wealth Management's OSG Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of Overseas Shipholding Group Inc. (OSG) in Q3 2024, closing a stake of 54,806 shares — an estimated $465K sold.

Ritholtz Wealth Management first reported a position in OSG in Q3 2022 and held it in 8 quarters. The position peaked at $488K in Q2 2023. 1 fund tracked by Wall St. Rank holds OSG as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining Overseas Shipholding Group Inc. position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 54,806 Overseas Shipholding Group Inc. shares in Q3 2024, an estimated $465K.
  • Ritholtz Wealth Management first reported a position in Overseas Shipholding Group Inc. in Q3 2022 and held it in 8 quarters.
  • Ritholtz Wealth Management's Overseas Shipholding Group Inc. position peaked at $488K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.