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Benjamin F. Edwards & Company’s Star Group SGU Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$13K Hold
1,209
– – ﹤0.01% 1657
2024
Q1 		$12K Hold
1,209
– – ﹤0.01% 1662
2023
Q4 		$14K Hold
1,209
– – ﹤0.01% 1580
2023
Q3 		$15K Hold
1,209
– – ﹤0.01% 1314
2023
Q2 		$17K Hold
1,209
– – ﹤0.01% 1314
2023
Q1 		$16K Buy
+1,209
New +$15K ﹤0.01% 1323

Other funds holding SGU

BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
HP
Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $4.15B AUM 31.06% 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

Benjamin F. Edwards & Company's SGU Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Star Group (SGU) position steady in Q2 2024 at 1,209 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Benjamin F. Edwards & Company first reported a position in SGU in Q1 2023 and has held it in 6 quarters since. The position peaked at $17K in Q2 2023. 63 funds tracked by Wall St. Rank hold SGU as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,209 shares of Star Group worth $13K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Star Group share count unchanged in Q2 2024.
  • Star Group made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1657 holding.
  • Benjamin F. Edwards & Company first reported a position in Star Group in Q1 2023 and has held it in 6 quarters since.
  • Benjamin F. Edwards & Company's Star Group position peaked at $17K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Star Group as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.