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Axiom Investment Management’s Star Group SGU Stock Holding History

Axiom Investment Management’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
2022
Q4 		– Sell
-334
Closed -$3K – 367
2022
Q3 		$3K Buy
+334
New +$3.13K 0.01% 321
2020
Q2 		– Sell
-22,212
Closed -$171K – 139
2020
Q1 		$171K Buy
22,212
+294
+1% +$2.57K 0.3% 87
2019
Q4 		$207K Buy
21,918
+289
+1% +$2.71K 0.3% 100
2019
Q3 		$205K Buy
21,629
+278
+1% +$2.66K 0.16% 157
2019
Q2 		$213K Buy
+21,351
New +$207K 0.04% 344

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Axiom Investment Management's SGU Position: Q4 2022 in Review

Axiom Investment Management sold out of Star Group (SGU) in Q4 2022, closing a stake of 334 shares — an estimated $3K sold.

Axiom Investment Management first reported a position in SGU in Q2 2019 and held it in 5 quarters. The position peaked at $213K in Q2 2019. 74 funds tracked by Wall St. Rank hold SGU as of Q4 2022.

  • Axiom Investment Management reported no remaining Star Group position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 334 Star Group shares in Q4 2022, an estimated $3K.
  • Axiom Investment Management first reported a position in Star Group in Q2 2019 and held it in 5 quarters.
  • Axiom Investment Management's Star Group position peaked at $213K in Q2 2019.
  • 74 funds tracked by Wall St. Rank held Star Group as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.