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Kanen Wealth Management’s Star Group SGU Stock Holding History

Kanen 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
2023
Q1 		– Sell
-209,734
Closed -$2.53M – 24
2022
Q4 		$2.53M Buy
209,734
+45,061
+27% +$417K 1.29% 16
2022
Q3 		$1.34M Hold
164,673
– – 0.78% 21
2022
Q2 		$1.51M Buy
+164,673
New +$1.7M 0.82% 16

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
HP
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kanen Wealth Management's SGU Position: Q1 2023 in Review

Kanen Wealth Management sold out of Star Group (SGU) in Q1 2023, closing a stake of 209,734 shares — an estimated $2.53M sold.

Kanen Wealth Management first reported a position in SGU in Q2 2022 and held it in 3 quarters. The position peaked at $2.53M in Q4 2022. 68 funds tracked by Wall St. Rank hold SGU as of Q1 2023.

  • Kanen Wealth Management reported no remaining Star Group position as of Q1 2023 after selling out during the quarter.
  • Kanen Wealth Management sold 209,734 Star Group shares in Q1 2023, an estimated $2.53M.
  • Kanen Wealth Management first reported a position in Star Group in Q2 2022 and held it in 3 quarters.
  • Kanen Wealth Management's Star Group position peaked at $2.53M in Q4 2022.
  • 68 funds tracked by Wall St. Rank held Star Group as of Q1 2023.

Based on Kanen Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.