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Hillsdale Investment Management’s Star Group SGU Stock Holding History

Hillsdale 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
2021
Q3 		– Sell
-2,550
Closed -$29K – 632
2021
Q2 		$29K Buy
+2,550
New +$27.8K ﹤0.01% 508
2021
Q1 		– Sell
-570
Closed -$5K – 664
2020
Q4 		$5K Sell
570
-4,100
-88% -$39.4K ﹤0.01% 545
2020
Q3 		$46K Buy
4,670
+2,320
+99% +$21.6K ﹤0.01% 435
2020
Q2 		$20K Buy
2,350
+1,750
+292% +$13.8K ﹤0.01% 464
2020
Q1 		$5K Hold
600
– – ﹤0.01% 525
2019
Q4 		$6K Hold
600
– – ﹤0.01% 518
2019
Q3 		$6K Sell
600
-10,200
-94% -$97.7K ﹤0.01% 535
2019
Q2 		$108K Buy
10,800
+600
+6% +$5.83K 0.01% 414
2019
Q1 		$98K Buy
+10,200
New +$97.1K 0.01% 406
2016
Q2 		– Sell
-60,100
Closed -$505K – 552
2016
Q1 		$505K Hold
60,100
– – 0.17% 79
2015
Q4 		$447K Buy
60,100
+37,300
+164% +$293K 0.17% 101
2015
Q3 		$194K Sell
22,800
-1,500
-6% -$13.8K 0.07% 312
2015
Q2 		$215K Buy
24,300
+18,500
+319% +$149K 0.07% 341
2015
Q1 		$43K Buy
+5,800
New +$39.6K 0.01% 443
2014
Q3 		– Sell
-9,300
Closed -$58K – 579
2014
Q2 		$58K Buy
+9,300
New +$58.9K 0.01% 436

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
YEPV
Yorktown Energy Partners VI New York $6.21M AUM 74.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return

Hillsdale Investment Management's SGU Position: Q3 2021 in Review

Hillsdale Investment Management sold out of Star Group (SGU) in Q3 2021, closing a stake of 2,550 shares — an estimated $29K sold.

Hillsdale Investment Management first reported a position in SGU in Q2 2014 and held it in 15 quarters. The position peaked at $505K in Q1 2016. 65 funds tracked by Wall St. Rank hold SGU as of Q3 2021.

  • Hillsdale Investment Management reported no remaining Star Group position as of Q3 2021 after selling out during the quarter.
  • Hillsdale Investment Management sold 2,550 Star Group shares in Q3 2021, an estimated $29K.
  • Hillsdale Investment Management first reported a position in Star Group in Q2 2014 and held it in 15 quarters.
  • Hillsdale Investment Management's Star Group position peaked at $505K in Q1 2016.
  • 65 funds tracked by Wall St. Rank held Star Group as of Q3 2021.

Based on Hillsdale Investment Management's 13F filing for Q3 2021, filed 21 Oct 2021.