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IBEX Wealth Advisors’s Star Group SGU Stock Holding History

IBEX Wealth Advisors’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
Q4 		– Sell
-12
Closed – – 384
2021
Q3 		$0 Buy
+12
New +$130 ﹤0.01% 443

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
OCP
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
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
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IBEX Wealth Advisors's SGU Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Star Group (SGU) in Q4 2021, closing a stake of 12 shares.

IBEX Wealth Advisors first reported a position in SGU in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 69 funds tracked by Wall St. Rank hold SGU as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Star Group position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 12 Star Group shares in Q4 2021.
  • IBEX Wealth Advisors first reported a position in Star Group in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Star Group position peaked at $0 in Q3 2021.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.