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Barrett & Company’s Star Group SGU Stock Holding History

Barrett & Company’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
2026
Q1 		– Sell
-165
Closed -$1.95K – 670
2025
Q4 		$1.95K Buy
+165
New +$1.95K ﹤0.01% 588
2025
Q1 		– Sell
-100
Closed -$1.15K – 624
2024
Q4 		$1.15K Hold
100
– – ﹤0.01% 577
2024
Q3 		$1.17K Hold
100
– – ﹤0.01% 552
2024
Q2 		$1.06K Hold
100
– – ﹤0.01% 565
2024
Q1 		$1K Hold
100
– – ﹤0.01% 579
2023
Q4 		$1.15K Hold
100
– – ﹤0.01% 562
2023
Q3 		$1.2K Hold
100
– – ﹤0.01% 573
2023
Q2 		$1.37K Hold
100
– – ﹤0.01% 553
2023
Q1 		$1.3K Hold
100
– – ﹤0.01% 539
2022
Q4 		$1.21K Hold
100
– – ﹤0.01% 545
2022
Q3 		$1.21K Buy
+100
New +$937 ﹤0.01% 545

Other funds holding SGU

HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Barrett & Company's SGU Position: Q1 2026 in Review

Barrett & Company sold out of Star Group (SGU) in Q1 2026, closing a stake of 165 shares — an estimated $1.95K sold.

Barrett & Company first reported a position in SGU in Q3 2022 and held it in 11 quarters. The position peaked at $1.95K in Q4 2025. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Barrett & Company reported no remaining Star Group position as of Q1 2026 after selling out during the quarter.
  • Barrett & Company sold 165 Star Group shares in Q1 2026, an estimated $1.95K.
  • Barrett & Company first reported a position in Star Group in Q3 2022 and held it in 11 quarters.
  • Barrett & Company's Star Group position peaked at $1.95K in Q4 2025.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.