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 Q2	$64.2K	Hold	5,000	–	–	﹤0.01%	661
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 $469M AUM 46.64% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

HM Payson & Co's SGU Position: Q2 2026 in Review

HM Payson & Co held its Star Group (SGU) position steady in Q2 2026 at 5,000 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

HM Payson & Co first reported a position in SGU in Q3 2022 and has held it in 16 quarters since. The position peaked at $95.2K in Q4 2022. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

HM Payson & Co held 5,000 shares of Star Group worth $64.2K as of Q2 2026.
HM Payson & Co left its Star Group share count unchanged in Q2 2026.
Star Group made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #661 holding.
HM Payson & Co first reported a position in Star Group in Q3 2022 and has held it in 16 quarters since.
HM Payson & Co's Star Group position peaked at $95.2K in Q4 2022.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.