LPL Financial
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LPL Financial’s Star Group SGU Stock Holding History

LPL Financial’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
2026
Q1 		$349K Buy
28,451
+11,282
+66% +$143K ﹤0.01% 5083
2025
Q4 		$203K Buy
17,169
+2,188
+15% +$25.9K ﹤0.01% 5439
2025
Q3 		$177K Buy
14,981
+1,956
+15% +$22.9K ﹤0.01% 5389
2025
Q2 		$152K Sell
13,025
-475
-4% -$5.84K ﹤0.01% 5166
2025
Q1 		$178K Sell
13,500
-4,432
-25% -$55.4K ﹤0.01% 4905
2024
Q4 		$207K Buy
17,932
+1,276
+8% +$15K ﹤0.01% 4795
2024
Q3 		$196K Sell
16,656
-290
-2% -$3.29K ﹤0.01% 4731
2024
Q2 		$180K Sell
16,946
-4,048
-19% -$43.5K ﹤0.01% 4601
2024
Q1 		$210K Sell
20,994
-3,970
-16% -$44.2K ﹤0.01% 4471
2023
Q4 		$288K Buy
24,964
+2,572
+11% +$31.2K ﹤0.01% 4123
2023
Q3 		$269K Sell
22,392
-1
-0% -$12 ﹤0.01% 4012
2023
Q2 		$306K Buy
+22,393
New +$307K ﹤0.01% 3834
2015
Q4 		– Sell
-38,782
Closed -$316K – 3236
2015
Q3 		$316K Buy
38,782
+24,362
+169% +$224K ﹤0.01% 2154
2015
Q2 		$129K Buy
+14,420
New +$116K ﹤0.01% 2726

Other funds holding SGU

HP
Hartree Partners New York $461M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return