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Concord Wealth Partners’s Star Group SGU Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-40
Closed -$482 – 1189
2022
Q4 		$482 Buy
+40
New +$370 ﹤0.01% 1154
2022
Q3 		– Sell
-40
Closed – – 962
2022
Q2 		$0 Hold
40
– – ﹤0.01% 1350
2022
Q1 		$0 Hold
40
– – ﹤0.01% 1367
2021
Q4 		$0 Buy
+40
New +$427 ﹤0.01% 1338

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
HP
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concord Wealth Partners's SGU Position: Q1 2023 in Review

Concord Wealth Partners sold out of Star Group (SGU) in Q1 2023, closing a stake of 40 shares — an estimated $482 sold.

Concord Wealth Partners first reported a position in SGU in Q4 2021 and held it in 4 quarters. The position peaked at $482 in Q4 2022. 68 funds tracked by Wall St. Rank hold SGU as of Q1 2023.

  • Concord Wealth Partners reported no remaining Star Group position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 40 Star Group shares in Q1 2023, an estimated $482.
  • Concord Wealth Partners first reported a position in Star Group in Q4 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Star Group position peaked at $482 in Q4 2022.
  • 68 funds tracked by Wall St. Rank held Star Group as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.