First Trust Advisors’s Star Bulk Carriers SBLK Stock Holding History

First Trust Advisors’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 Q4	–	Sell	-119,060	Closed	-$2.82M	–	2632
2024 Q3	$2.82M	Buy	119,060 +29,524	+33%	+$655K	﹤0.01%	1614
2024 Q2	$2.18M	Sell	89,536 -18,368	-17%	-$457K	﹤0.01%	1669
2024 Q1	$2.58M	Buy	107,904 +10,425	+11%	+$236K	﹤0.01%	1622
2023 Q4	$2.07M	Buy	97,479 +55,766	+134%	+$1.1M	﹤0.01%	1696
2023 Q3	$804K	Buy	+41,713	New	+$743K	﹤0.01%	2026
2023 Q1	–	Sell	-136,740	Closed	-$2.63M	–	2458
2022 Q4	$2.63M	Buy	+136,740	New	+$2.66M	﹤0.01%	1571
2022 Q3	–	Sell	-11,876	Closed	-$297K	–	2592
2022 Q2	$297K	Buy	+11,876	New	+$344K	﹤0.01%	2304
2020 Q1	–	Sell	-10,980	Closed	-$130K	–	2415
2019 Q4	$130K	Buy	+10,980	New	+$119K	﹤0.01%	2356

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors's SBLK Position: Q4 2024 in Review

First Trust Advisors sold out of Star Bulk Carriers (SBLK) in Q4 2024, closing a stake of 119,060 shares — an estimated $2.82M sold.

First Trust Advisors first reported a position in SBLK in Q4 2019 and held it in 8 quarters. The position peaked at $2.82M in Q3 2024. 220 funds tracked by Wall St. Rank hold SBLK as of Q4 2024.

First Trust Advisors reported no remaining Star Bulk Carriers position as of Q4 2024 after selling out during the quarter.
First Trust Advisors sold 119,060 Star Bulk Carriers shares in Q4 2024, an estimated $2.82M.
First Trust Advisors first reported a position in Star Bulk Carriers in Q4 2019 and held it in 8 quarters.
First Trust Advisors's Star Bulk Carriers position peaked at $2.82M in Q3 2024.
220 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2024.

Based on First Trust Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.