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Linscomb Wealth’s Star Group SGU Stock Holding History

Linscomb Wealth’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
Q2 		– Sell
-71,996
Closed -$554K – 364
2020
Q1 		$554K Sell
71,996
-38,961
-35% -$341K 0.05% 231
2019
Q4 		$1.05M Buy
+110,957
New +$1.04M 0.07% 207
2019
Q1 		– Sell
-13,260
Closed -$124K – 270
2018
Q4 		$124K Buy
+13,260
New +$127K 0.01% 259

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
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
YEPV
Yorktown Energy Partners VI New York $6.21M AUM 74.4% 1-Year Est. Return

Linscomb Wealth's SGU Position: Q2 2020 in Review

Linscomb Wealth sold out of Star Group (SGU) in Q2 2020, closing a stake of 71,996 shares — an estimated $554K sold.

Linscomb Wealth first reported a position in SGU in Q4 2018 and held it in 3 quarters. The position peaked at $1.05M in Q4 2019. 74 funds tracked by Wall St. Rank hold SGU as of Q2 2020.

  • Linscomb Wealth reported no remaining Star Group position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 71,996 Star Group shares in Q2 2020, an estimated $554K.
  • Linscomb Wealth first reported a position in Star Group in Q4 2018 and held it in 3 quarters.
  • Linscomb Wealth's Star Group position peaked at $1.05M in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Star Group as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.