JP Morgan Private Wealth Advisors’s Star Group SGU Stock Holding History

JP Morgan Private 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
2023 Q3	$182K	Sell	15,100 -4,900	-25%	-$60.7K	﹤0.01%	1642
2023 Q2	$273K	Hold	20,000	–	–	﹤0.01%	1276
2023 Q1	$259K	Hold	20,000	–	–	﹤0.01%	1734
2022 Q4	$241K	Hold	20,000	–	–	﹤0.01%	1740
2022 Q3	$163K	Hold	20,000	–	–	﹤0.01%	1839
2022 Q2	$183K	Hold	20,000	–	–	﹤0.01%	1834
2022 Q1	$222K	Hold	20,000	–	–	﹤0.01%	1872
2021 Q4	$215K	Hold	20,000	–	–	﹤0.01%	1883
2021 Q3	$204K	Hold	20,000	–	–	﹤0.01%	1850
2021 Q2	$224K	Hold	20,000	–	–	﹤0.01%	1796
2021 Q1	$212K	Hold	20,000	–	–	﹤0.01%	1667
2020 Q4	$188K	Hold	20,000	–	–	﹤0.01%	1652
2020 Q3	$195K	Hold	20,000	–	–	﹤0.01%	1524
2020 Q2	$175K	Hold	20,000	–	–	﹤0.01%	1472
2020 Q1	$154K	Hold	20,000	–	–	﹤0.01%	1329
2019 Q4	$189K	Hold	20,000	–	–	﹤0.01%	1410
2019 Q3	$189K	Hold	20,000	–	–	﹤0.01%	1353
2019 Q2	$200K	Hold	20,000	–	–	﹤0.01%	1299
2019 Q1	$192K	Hold	20,000	–	–	﹤0.01%	1380
2018 Q4	$187K	Hold	20,000	–	–	﹤0.01%	1350
2018 Q3	$195K	Buy	+20,000	New	+$193K	﹤0.01%	1486
2014 Q2	–	Sell	-12,338	Closed	-$72K	–	911
2014 Q1	$72K	Buy	+12,338	New	+$69.5K	﹤0.01%	856

Other funds holding SGU

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

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

OCP

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

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

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

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

LWCA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SGU Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Star Group (SGU) stake by 25% in Q3 2023, selling an estimated $60.7K and leaving 15,100 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

JP Morgan Private Wealth Advisors first reported a position in SGU in Q1 2014 and has held it in 22 quarters since. The position peaked at $273K in Q2 2023. 65 funds tracked by Wall St. Rank hold SGU as of Q3 2023.

JP Morgan Private Wealth Advisors held 15,100 shares of Star Group worth $182K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 4,900 Star Group shares in Q3 2023, an estimated $60.7K.
Star Group made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1642 holding.
JP Morgan Private Wealth Advisors first reported a position in Star Group in Q1 2014 and has held it in 22 quarters since.
JP Morgan Private Wealth Advisors's Star Group position peaked at $273K in Q2 2023.
65 funds tracked by Wall St. Rank held Star Group as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.