HM Payson & Co’s Star Group SGU Stock Holding History

HM Payson & Co’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
2026 Q1	$61.4K	Hold	5,000	–	–	﹤0.01%	652
2025 Q4	$59.2K	Hold	5,000	–	–	﹤0.01%	664
2025 Q3	$59.1K	Hold	5,000	–	–	﹤0.01%	653
2025 Q2	$58.5K	Hold	5,000	–	–	﹤0.01%	624
2025 Q1	$65.9K	Hold	5,000	–	–	﹤0.01%	597
2024 Q4	$57.7K	Hold	5,000	–	–	﹤0.01%	619
2024 Q3	$58.7K	Hold	5,000	–	–	﹤0.01%	603
2024 Q2	$53.2K	Hold	5,000	–	–	﹤0.01%	591
2024 Q1	$50.1K	Hold	5,000	–	–	﹤0.01%	594
2023 Q4	$57.6K	Sell	5,000 -1,000	-17%	-$12.1K	﹤0.01%	569
2023 Q3	$72.2K	Hold	6,000	–	–	﹤0.01%	524
2023 Q2	$82K	Hold	6,000	–	–	﹤0.01%	509
2023 Q1	$77.8K	Sell	6,000 -1,900	-24%	-$23.5K	﹤0.01%	510
2022 Q4	$95.2K	Sell	7,900 -3,000	-28%	-$27.7K	﹤0.01%	472
2022 Q3	$89K	Buy	+10,900	New	+$102K	﹤0.01%	487

Other funds holding SGU

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

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

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $119M AUM

Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return

Renaissance Technologies

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

JP Morgan Chase

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

Joel Isaacson & Co New York $3.02B AUM 21.81% 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