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Covestor’s Star Group SGU Stock Holding History

Covestor’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
2022
Q4 		– Sell
-1,499
Closed -$12K – 2538
2022
Q3 		$12K Sell
1,499
-219
-13% -$2.05K 0.01% 1199
2022
Q2 		$16K Buy
1,718
+351
+26% +$3.62K 0.01% 1043
2022
Q1 		$15K Buy
+1,367
New +$14.3K 0.01% 1161

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HP
Hartree Partners New York $467M AUM 66.71% 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
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
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Covestor's SGU Position: Q4 2022 in Review

Covestor sold out of Star Group (SGU) in Q4 2022, closing a stake of 1,499 shares — an estimated $12K sold.

Covestor first reported a position in SGU in Q1 2022 and held it in 3 quarters. The position peaked at $16K in Q2 2022. 74 funds tracked by Wall St. Rank hold SGU as of Q4 2022.

  • Covestor reported no remaining Star Group position as of Q4 2022 after selling out during the quarter.
  • Covestor sold 1,499 Star Group shares in Q4 2022, an estimated $12K.
  • Covestor first reported a position in Star Group in Q1 2022 and held it in 3 quarters.
  • Covestor's Star Group position peaked at $16K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Star Group as of Q4 2022.

Based on Covestor's 13F filing for Q4 2022, filed 14 Feb 2023.