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Horizon Investment Services’s Star Group SGU Stock Holding History

Horizon Investment Services’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
2017
Q4 		– Sell
-51,018
Closed -$579K – 108
2017
Q3 		$579K Sell
51,018
-119
-0.2% -$1.28K 0.25% 69
2017
Q2 		$554K Sell
51,137
-3,676
-7% -$36.3K 0.25% 67
2017
Q1 		$504K Sell
54,813
-3,114
-5% -$31.4K 0.23% 71
2016
Q4 		$623K Sell
57,927
-7,064
-11% -$69.5K 0.29% 65
2016
Q3 		$627K Buy
64,991
+2,494
+4% +$22.5K 0.32% 62
2016
Q2 		$555K Buy
62,497
+4,405
+8% +$37.8K 0.28% 63
2016
Q1 		$488K Buy
58,092
+5,262
+10% +$40.4K 0.22% 69
2015
Q4 		$393K Buy
52,830
+2,823
+6% +$22.2K 0.17% 85
2015
Q3 		$425K Sell
50,007
-260
-0.5% -$2.39K 0.2% 74
2015
Q2 		$444K Buy
+50,267
New +$405K 0.18% 76

Other funds holding SGU

YEPV
Yorktown Energy Partners VI New York $6.21M AUM 74.4% 1-Year Est. Return
CRCM
Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

Horizon Investment Services's SGU Position: Q4 2017 in Review

Horizon Investment Services sold out of Star Group (SGU) in Q4 2017, closing a stake of 51,018 shares — an estimated $579K sold.

Horizon Investment Services first reported a position in SGU in Q2 2015 and held it in 10 quarters. The position peaked at $627K in Q3 2016. 52 funds tracked by Wall St. Rank hold SGU as of Q4 2017.

  • Horizon Investment Services reported no remaining Star Group position as of Q4 2017 after selling out during the quarter.
  • Horizon Investment Services sold 51,018 Star Group shares in Q4 2017, an estimated $579K.
  • Horizon Investment Services first reported a position in Star Group in Q2 2015 and held it in 10 quarters.
  • Horizon Investment Services's Star Group position peaked at $627K in Q3 2016.
  • 52 funds tracked by Wall St. Rank held Star Group as of Q4 2017.

Based on Horizon Investment Services's 13F filing for Q4 2017, filed 13 Feb 2018.