WJWM
OSG

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

Williams Jones 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
2020
Q3 		– Sell
-20,700
Closed -$39K – 457
2020
Q2 		$39K Sell
20,700
-93,750
-82% -$208K ﹤0.01% 407
2020
Q1 		$260K Sell
114,450
-59,650
-34% -$120K 0.01% 312
2019
Q4 		$400K Buy
+174,100
New +$324K 0.01% 317

Other funds holding OSG

CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Williams Jones Wealth Management's OSG Position: Q3 2020 in Review

Williams Jones Wealth Management sold out of Overseas Shipholding Group Inc. (OSG) in Q3 2020, closing a stake of 20,700 shares — an estimated $39K sold.

Williams Jones Wealth Management first reported a position in OSG in Q4 2019 and held it in 3 quarters. The position peaked at $400K in Q4 2019. 73 funds tracked by Wall St. Rank hold OSG as of Q3 2020.

  • Williams Jones Wealth Management reported no remaining Overseas Shipholding Group Inc. position as of Q3 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 20,700 Overseas Shipholding Group Inc. shares in Q3 2020, an estimated $39K.
  • Williams Jones Wealth Management first reported a position in Overseas Shipholding Group Inc. in Q4 2019 and held it in 3 quarters.
  • Williams Jones Wealth Management's Overseas Shipholding Group Inc. position peaked at $400K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held Overseas Shipholding Group Inc. as of Q3 2020.

Based on Williams Jones Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.