Ancora Advisors’s Star Group SGU Stock Holding History

Ancora Advisors’s Portfolio SGU Stock Details SGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-642	Closed	-$7.41K	–	1872
2024 Q4	$7.41K	Hold	642	–	–	﹤0.01%	1384
2024 Q3	$7.54K	Hold	642	–	–	﹤0.01%	1387
2024 Q2	$6.83K	Hold	642	–	–	﹤0.01%	1389
2024 Q1	$6.43K	Hold	642	–	–	﹤0.01%	1411
2023 Q4	$7.4K	Hold	642	–	–	﹤0.01%	1344
2023 Q3	$7.72K	Hold	642	–	–	﹤0.01%	1331
2023 Q2	$8.77K	Hold	642	–	–	﹤0.01%	1297
2023 Q1	$8.33K	Hold	642	–	–	﹤0.01%	1313
2022 Q4	$8K	Hold	642	–	–	﹤0.01%	1396
2022 Q3	$5K	Hold	642	–	–	﹤0.01%	1655
2022 Q2	$6K	Hold	642	–	–	﹤0.01%	1721
2022 Q1	$7K	Hold	642	–	–	﹤0.01%	1857
2021 Q4	$7K	Hold	642	–	–	﹤0.01%	1939
2021 Q3	$7K	Hold	642	–	–	﹤0.01%	1815
2021 Q2	$7K	Hold	642	–	–	﹤0.01%	1626
2021 Q1	$7K	Hold	642	–	–	﹤0.01%	1514
2020 Q4	$6K	Hold	642	–	–	﹤0.01%	1283
2020 Q3	$6K	Hold	642	–	–	﹤0.01%	1215
2020 Q2	$6K	Buy	+642	New	+$5.06K	﹤0.01%	1177

Other funds holding SGU

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

OCP

Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Ancora Advisors's SGU Position: Q1 2025 in Review

Ancora Advisors sold out of Star Group (SGU) in Q1 2025, closing a stake of 642 shares — an estimated $7.41K sold.

Ancora Advisors first reported a position in SGU in Q2 2020 and held it in 19 quarters. The position peaked at $8.77K in Q2 2023. 64 funds tracked by Wall St. Rank hold SGU as of Q1 2025.

Ancora Advisors reported no remaining Star Group position as of Q1 2025 after selling out during the quarter.
Ancora Advisors sold 642 Star Group shares in Q1 2025, an estimated $7.41K.
Ancora Advisors first reported a position in Star Group in Q2 2020 and held it in 19 quarters.
Ancora Advisors's Star Group position peaked at $8.77K in Q2 2023.
64 funds tracked by Wall St. Rank held Star Group as of Q1 2025.

Based on Ancora Advisors's 13F filing for Q1 2025, filed 15 May 2025.