Creative Planning
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Creative Planning’s Star Bulk Carriers SBLK Stock Holding History

Creative Planning’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,454
Closed -$440K – 3155
2024
Q1 		$440K Buy
+18,454
New +$418K ﹤0.01% 1945
2023
Q1 		– Sell
-16,361
Closed -$315K – 2758
2022
Q4 		$315K Buy
+16,361
New +$319K ﹤0.01% 1696
2022
Q2 		– Sell
-8,034
Closed -$239K – 2504
2022
Q1 		$239K Buy
+8,034
New +$210K ﹤0.01% 1784
2017
Q2 		– Sell
-970
Closed -$12K – 4801
2017
Q1 		$12K Hold
970
– – ﹤0.01% 3485
2016
Q4 		$5K Buy
+970
New +$4.8K ﹤0.01% 3968
2016
Q2 		– Sell
-70
Closed – – 4491
2016
Q1 		$0 Hold
70
– – ﹤0.01% 4493
2015
Q4 		$0 Hold
70
– – ﹤0.01% 4553
2015
Q3 		$1K Buy
+70
New +$919 ﹤0.01% 4136
2015
Q2 		– Sell
-13
Closed – – 2651
2015
Q1 		$0 Buy
+13
New +$277 ﹤0.01% 4380
2014
Q4 		– Sell
-32
Closed -$2K – 4317
2014
Q3 		$2K Hold
32
– – ﹤0.01% 3691
2014
Q2 		$2K Buy
32
+4
+14% +$246 ﹤0.01% 3531
2014
Q1 		$2K Buy
+28
New +$1.81K ﹤0.01% 3385

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Creative Planning's SBLK Position: Q2 2024 in Review

Creative Planning sold out of Star Bulk Carriers (SBLK) in Q2 2024, closing a stake of 18,454 shares — an estimated $440K sold.

Creative Planning first reported a position in SBLK in Q1 2014 and held it in 12 quarters. The position peaked at $440K in Q1 2024. 242 funds tracked by Wall St. Rank hold SBLK as of Q2 2024.

  • Creative Planning reported no remaining Star Bulk Carriers position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 18,454 Star Bulk Carriers shares in Q2 2024, an estimated $440K.
  • Creative Planning first reported a position in Star Bulk Carriers in Q1 2014 and held it in 12 quarters.
  • Creative Planning's Star Bulk Carriers position peaked at $440K in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.