Howard Wealth Management’s Star Group SGU Stock Holding History

Howard Wealth 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
2020 Q1	–	Sell	-5,000	Closed	-$47K	–	410
2019 Q4	$47K	Buy	+5,000	New	+$46.9K	0.04%	208

Other funds holding SGU

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

OCP

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $119M AUM

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Howard Wealth Management's SGU Position: Q1 2020 in Review

Howard Wealth Management sold out of Star Group (SGU) in Q1 2020, closing a stake of 5,000 shares — an estimated $47K sold.

Howard Wealth Management first reported a position in SGU in Q4 2019 and held it in 1 quarter. The position peaked at $47K in Q4 2019. 66 funds tracked by Wall St. Rank hold SGU as of Q1 2020.

Howard Wealth Management reported no remaining Star Group position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 5,000 Star Group shares in Q1 2020, an estimated $47K.
Howard Wealth Management first reported a position in Star Group in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's Star Group position peaked at $47K in Q4 2019.
66 funds tracked by Wall St. Rank held Star Group as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.