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Freedom Investment Management’s Star Group SGU Stock Holding History

Freedom Investment Management’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
2022
Q1 		– Sell
-10,878
Closed -$117K – 920
2021
Q4 		$117K Sell
10,878
-532
-5% -$5.68K 0.01% 832
2021
Q3 		$116K Sell
11,410
-429
-4% -$4.65K 0.01% 788
2021
Q2 		$133K Sell
11,839
-1,030
-8% -$11.2K 0.01% 843
2021
Q1 		$136K Sell
12,869
-179
-1% -$1.77K 0.01% 811
2020
Q4 		$123K Buy
13,048
+1,790
+16% +$17.2K 0.01% 593
2020
Q3 		$110K Buy
11,258
+700
+7% +$6.52K 0.01% 528
2020
Q2 		$93K Sell
10,558
-108
-1% -$852 0.01% 545
2020
Q1 		$97K Buy
10,666
+233
+2% +$2.04K 0.01% 651
2019
Q4 		$99K Sell
10,433
-918
-8% -$8.62K 0.01% 646
2019
Q3 		$107K Sell
11,351
-10,836
-49% -$104K 0.01% 661
2019
Q2 		$222K Sell
22,187
-1,115
-5% -$10.8K 0.02% 602
2019
Q1 		$224K Sell
23,302
-1,271
-5% -$12.1K 0.02% 605
2018
Q4 		$230K Sell
24,573
-6,737
-22% -$64.8K 0.02% 658
2018
Q3 		$300K Buy
31,310
+7,107
+29% +$68.5K 0.02% 701
2018
Q2 		$237K Buy
24,203
+8,420
+53% +$81K 0.01% 835
2018
Q1 		$148K Sell
15,783
-218
-1% -$2.17K 0.01% 1070
2017
Q4 		$172K Sell
16,001
-973
-6% -$10.4K 0.01% 1060
2017
Q3 		$193K Sell
16,974
-6,683
-28% -$71.9K 0.01% 1022
2017
Q2 		$256K Sell
23,657
-1,960
-8% -$19.4K 0.01% 868
2017
Q1 		$236K Sell
25,617
-5,343
-17% -$53.8K 0.01% 888
2016
Q4 		$333K Buy
30,960
+2,489
+9% +$24.5K 0.02% 645
2016
Q3 		$275K Buy
28,471
+13,881
+95% +$125K 0.02% 683
2016
Q2 		$130K Buy
14,590
+1,834
+14% +$15.8K 0.01% 803
2016
Q1 		$107K Buy
+12,756
New +$97.9K 0.01% 792

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Freedom Investment Management's SGU Position: Q1 2022 in Review

Freedom Investment Management sold out of Star Group (SGU) in Q1 2022, closing a stake of 10,878 shares — an estimated $117K sold.

Freedom Investment Management first reported a position in SGU in Q1 2016 and held it in 24 quarters. The position peaked at $333K in Q4 2016. 71 funds tracked by Wall St. Rank hold SGU as of Q1 2022.

  • Freedom Investment Management reported no remaining Star Group position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 10,878 Star Group shares in Q1 2022, an estimated $117K.
  • Freedom Investment Management first reported a position in Star Group in Q1 2016 and held it in 24 quarters.
  • Freedom Investment Management's Star Group position peaked at $333K in Q4 2016.
  • 71 funds tracked by Wall St. Rank held Star Group as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.