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Dorsey Wright & Associates’s Star Group SGU Stock Holding History

Dorsey Wright & Associates’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
Q4 		– Sell
-1,837
Closed -$22.1K – 264
2023
Q3 		$22.1K Sell
1,837
-63
-3% -$780 0.01% 227
2023
Q2 		$26K Buy
1,900
+189
+11% +$2.59K 0.01% 203
2023
Q1 		$22.2K Buy
+1,711
New +$21.2K 0.01% 208

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Dorsey Wright & Associates's SGU Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of Star Group (SGU) in Q4 2023, closing a stake of 1,837 shares — an estimated $22.1K sold.

Dorsey Wright & Associates first reported a position in SGU in Q1 2023 and held it in 3 quarters. The position peaked at $26K in Q2 2023. 68 funds tracked by Wall St. Rank hold SGU as of Q4 2023.

  • Dorsey Wright & Associates reported no remaining Star Group position as of Q4 2023 after selling out during the quarter.
  • Dorsey Wright & Associates sold 1,837 Star Group shares in Q4 2023, an estimated $22.1K.
  • Dorsey Wright & Associates first reported a position in Star Group in Q1 2023 and held it in 3 quarters.
  • Dorsey Wright & Associates's Star Group position peaked at $26K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Star Group as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.