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Essex Financial Services’s Star Bulk Carriers SBLK Stock Holding History

Essex Financial Services’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
2025
Q3 		– Sell
-31,793
Closed -$548K – 765
2025
Q2 		$548K Sell
31,793
-310
-1% -$4.82K 0.04% 389
2025
Q1 		$500K Buy
32,103
+4,375
+16% +$68.2K 0.04% 380
2024
Q4 		$415K Sell
27,728
-6,630
-19% -$123K 0.03% 417
2024
Q3 		$684K Buy
34,358
+20
+0.1% +$444 0.05% 315
2024
Q2 		$721K Buy
34,338
+7,277
+27% +$181K 0.05% 297
2024
Q1 		$646K Buy
27,061
+285
+1% +$6.46K 0.06% 279
2023
Q4 		$569K Buy
26,776
+2,201
+9% +$43.4K 0.06% 279
2023
Q3 		$474K Buy
24,575
+2,365
+11% +$42.1K 0.05% 286
2023
Q2 		$393K Buy
22,210
+20
+0.1% +$385 0.04% 318
2023
Q1 		$469K Buy
22,190
+365
+2% +$7.98K 0.05% 299
2022
Q4 		$419K Buy
21,825
+2,020
+10% +$39.3K 0.04% 308
2022
Q3 		$346K Buy
19,805
+2,965
+18% +$67.6K 0.04% 314
2022
Q2 		$421K Buy
16,840
+3,034
+22% +$88K 0.05% 298
2022
Q1 		$410K Buy
13,806
+996
+8% +$26K 0.04% 316
2021
Q4 		$290K Buy
+12,810
New +$270K 0.03% 373

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Essex Financial Services's SBLK Position: Q3 2025 in Review

Essex Financial Services sold out of Star Bulk Carriers (SBLK) in Q3 2025, closing a stake of 31,793 shares — an estimated $548K sold.

Essex Financial Services first reported a position in SBLK in Q4 2021 and held it in 15 quarters. The position peaked at $721K in Q2 2024. 164 funds tracked by Wall St. Rank hold SBLK as of Q3 2025.

  • Essex Financial Services reported no remaining Star Bulk Carriers position as of Q3 2025 after selling out during the quarter.
  • Essex Financial Services sold 31,793 Star Bulk Carriers shares in Q3 2025, an estimated $548K.
  • Essex Financial Services first reported a position in Star Bulk Carriers in Q4 2021 and held it in 15 quarters.
  • Essex Financial Services's Star Bulk Carriers position peaked at $721K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.