Belpointe Asset Management’s Star Group SGU Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-200	Closed	-$2.59K	–	2886
2023 Q1	$2.59K	Hold	200	–	–	﹤0.01%	3237
2022 Q4	$2.41K	Buy	+200	New	+$1.85K	﹤0.01%	3195

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belpointe Asset Management's SGU Position: Q2 2023 in Review

Belpointe Asset Management sold out of Star Group (SGU) in Q2 2023, closing a stake of 200 shares — an estimated $2.59K sold.

Belpointe Asset Management first reported a position in SGU in Q4 2022 and held it in 2 quarters. The position peaked at $2.59K in Q1 2023. 68 funds tracked by Wall St. Rank hold SGU as of Q2 2023.

Belpointe Asset Management reported no remaining Star Group position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 200 Star Group shares in Q2 2023, an estimated $2.59K.
Belpointe Asset Management first reported a position in Star Group in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Star Group position peaked at $2.59K in Q1 2023.
68 funds tracked by Wall St. Rank held Star Group as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.