SFO
OSG

Stokes Family Office’s Overseas Shipholding Group Inc. OSG Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-18,956
Closed -$83.2K – 349
2023
Q3 		$83.2K Sell
18,956
-2,972
-14% -$12.4K 0.01% 325
2023
Q2 		$91.4K Buy
21,928
+8,852
+68% +$34.2K 0.01% 318
2023
Q1 		$51K Buy
+13,076
New +$47.1K 0.01% 298

Other funds holding OSG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stokes Family Office's OSG Position: Q4 2023 in Review

Stokes Family Office sold out of Overseas Shipholding Group Inc. (OSG) in Q4 2023, closing a stake of 18,956 shares — an estimated $83.2K sold.

Stokes Family Office first reported a position in OSG in Q1 2023 and held it in 3 quarters. The position peaked at $91.4K in Q2 2023. 110 funds tracked by Wall St. Rank hold OSG as of Q4 2023.

  • Stokes Family Office reported no remaining Overseas Shipholding Group Inc. position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 18,956 Overseas Shipholding Group Inc. shares in Q4 2023, an estimated $83.2K.
  • Stokes Family Office first reported a position in Overseas Shipholding Group Inc. in Q1 2023 and held it in 3 quarters.
  • Stokes Family Office's Overseas Shipholding Group Inc. position peaked at $91.4K in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.