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James Oshaughnessy 13F Portfolio

James OshaughnessyHedge FundPortfolio ManagerPerformance 23Q4AUM# of HoldingsPerformance Rank Allocation
O Shaughnessy Asset ManagementJames Oshaughnessy9.96%$7544055000 1729

Top Holdings Performance History

O Shaughnessy Asset Management Holdings Map

Top 50 O Shaughnessy Asset Management Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Buys since Q4 2023:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q4 2023:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

O Shaughnessy Asset Management Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds