Catalyst Funds Management’s Star Group SGU Stock Holding History

Catalyst Funds 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
2024 Q4	–	Sell	-700	Closed	-$8.22K	–	1116
2024 Q3	$8.22K	Hold	700	–	–	﹤0.01%	1210
2024 Q2	$7.45K	Buy	+700	New	+$7.53K	﹤0.01%	983

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 $3.95B AUM 33.1% 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

Catalyst Funds Management's SGU Position: Q4 2024 in Review

Catalyst Funds Management sold out of Star Group (SGU) in Q4 2024, closing a stake of 700 shares — an estimated $8.22K sold.

Catalyst Funds Management first reported a position in SGU in Q2 2024 and held it in 2 quarters. The position peaked at $8.22K in Q3 2024. 65 funds tracked by Wall St. Rank hold SGU as of Q4 2024.

Catalyst Funds Management reported no remaining Star Group position as of Q4 2024 after selling out during the quarter.
Catalyst Funds Management sold 700 Star Group shares in Q4 2024, an estimated $8.22K.
Catalyst Funds Management first reported a position in Star Group in Q2 2024 and held it in 2 quarters.
Catalyst Funds Management's Star Group position peaked at $8.22K in Q3 2024.
65 funds tracked by Wall St. Rank held Star Group as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.