Cary Street Partners Investment Advisory’s Star Group SGU Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-12,450	Closed	-$146K	–	712
2024 Q3	$146K	Hold	12,450	–	–	0.01%	743
2024 Q2	$132K	Hold	12,450	–	–	0.01%	730
2024 Q1	$125K	Hold	12,450	–	–	0.01%	684
2023 Q4	$144K	Hold	12,450	–	–	0.01%	635
2023 Q3	$150K	Hold	12,450	–	–	0.01%	617
2023 Q2	$170K	Hold	12,450	–	–	0.01%	552
2023 Q1	$161K	Hold	12,450	–	–	0.01%	511
2022 Q4	$150K	Hold	12,450	–	–	0.01%	515
2022 Q3	$101K	Hold	12,450	–	–	0.01%	483
2022 Q2	$114K	Hold	12,450	–	–	0.01%	491
2022 Q1	$138K	Buy	+12,450	New	+$130K	0.04%	265

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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 $4.15B AUM 31.06% 1-Year Est. Return

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

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

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

Cary Street Partners Investment Advisory's SGU Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Star Group (SGU) in Q4 2024, closing a stake of 12,450 shares — an estimated $146K sold.

Cary Street Partners Investment Advisory first reported a position in SGU in Q1 2022 and held it in 11 quarters. The position peaked at $170K in Q2 2023. 65 funds tracked by Wall St. Rank hold SGU as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Star Group position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 12,450 Star Group shares in Q4 2024, an estimated $146K.
Cary Street Partners Investment Advisory first reported a position in Star Group in Q1 2022 and held it in 11 quarters.
Cary Street Partners Investment Advisory's Star Group position peaked at $170K in Q2 2023.
65 funds tracked by Wall St. Rank held Star Group as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.