First Command Advisory Services’s Star Group SGU Stock Holding History

First Command Advisory Services’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
2024 Q2	–	Sell	-5	Closed	-$50	–	623
2024 Q1	$50	Buy	+5	New	+$56	﹤0.01%	559

Other funds holding SGU

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

First Command Advisory Services's SGU Position: Q2 2024 in Review

First Command Advisory Services sold out of Star Group (SGU) in Q2 2024, closing a stake of 5 shares — an estimated $50 sold.

First Command Advisory Services first reported a position in SGU in Q1 2024 and held it in 1 quarter. The position peaked at $50 in Q1 2024. 62 funds tracked by Wall St. Rank hold SGU as of Q2 2024.

First Command Advisory Services reported no remaining Star Group position as of Q2 2024 after selling out during the quarter.
First Command Advisory Services sold 5 Star Group shares in Q2 2024, an estimated $50.
First Command Advisory Services first reported a position in Star Group in Q1 2024 and held it in 1 quarter.
First Command Advisory Services's Star Group position peaked at $50 in Q1 2024.
62 funds tracked by Wall St. Rank held Star Group as of Q2 2024.

Based on First Command Advisory Services's 13F filing for Q2 2024, filed 26 Jul 2024.