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Colonial Trust Advisors’s Star Group SGU Stock Holding History

Colonial Trust Advisors’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
Q1 		$43K Hold
3,500
– – ﹤0.01% 363
2025
Q4 		$41.4K Hold
3,500
– – ﹤0.01% 367
2025
Q3 		$41.4K Hold
3,500
– – ﹤0.01% 363
2025
Q2 		$41K Hold
3,500
– – ﹤0.01% 364
2025
Q1 		$46.1K Hold
3,500
– – ﹤0.01% 348
2024
Q4 		$40.4K Hold
3,500
– – ﹤0.01% 343
2024
Q3 		$41.1K Hold
3,500
– – ﹤0.01% 359
2024
Q2 		$37.2K Hold
3,500
– – ﹤0.01% 358
2024
Q1 		$35.1K Sell
3,500
-1,000
-22% -$11.1K ﹤0.01% 377
2023
Q4 		$51.9K Hold
4,500
– – 0.01% 314
2023
Q3 		$54.1K Hold
4,500
– – 0.01% 320
2023
Q2 		$61.5K Hold
4,500
– – 0.01% 310
2023
Q1 		$58.4K Hold
4,500
– – 0.01% 309
2022
Q4 		$54.2K Buy
+4,500
New +$41.6K 0.01% 322

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return