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Abound Wealth Management’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Abound Wealth Management’s Portfolio STHO Stock Details STHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23
Closed -$288 – 1395
2023
Q3 		$288 Buy
+23
New +$320 ﹤0.01% 1028

Other funds holding STHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
OCM
Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Abound Wealth Management's STHO Position: Q4 2023 in Review

Abound Wealth Management sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q4 2023, closing a stake of 23 shares — an estimated $288 sold.

Abound Wealth Management first reported a position in STHO in Q3 2023 and held it in 1 quarter. The position peaked at $288 in Q3 2023. 98 funds tracked by Wall St. Rank hold STHO as of Q4 2023.

  • Abound Wealth Management reported no remaining Star Holdings Shares of Beneficial Interest position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 23 Star Holdings Shares of Beneficial Interest shares in Q4 2023, an estimated $288.
  • Abound Wealth Management first reported a position in Star Holdings Shares of Beneficial Interest in Q3 2023 and held it in 1 quarter.
  • Abound Wealth Management's Star Holdings Shares of Beneficial Interest position peaked at $288 in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.