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Catherine Avery Investment Management’s Star Group SGU Stock Holding History

Catherine Avery Investment 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
2026
Q3 		$10.4K Hold
808
– – 0.01% 121
2026
Q2 		$10.4K Buy
+808
New +$10.3K ﹤0.01% 117

Other funds holding SGU

DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Catherine Avery Investment Management's SGU Position: Q3 2026 in Review

Catherine Avery Investment Management held its Star Group (SGU) position steady in Q3 2026 at 808 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #121.

Catherine Avery Investment Management first reported a position in SGU in Q2 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold SGU as of Q3 2026.

  • Catherine Avery Investment Management held 808 shares of Star Group worth $10.4K as of Q3 2026.
  • Catherine Avery Investment Management left its Star Group share count unchanged in Q3 2026.
  • Star Group made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #121 holding.
  • Catherine Avery Investment Management first reported a position in Star Group in Q2 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Star Group as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.