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Marshall Financial Group (Maryland)’s Star Bulk Carriers SBLK Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,050
Closed -$201K – 179
2022
Q2 		$201K Buy
8,050
+1,000
+14% +$29K 0.08% 175
2022
Q1 		$209K Buy
+7,050
New +$184K 0.09% 197

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Renaissance Technologies
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BlackRock
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GC
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Marshall Financial Group (Maryland)'s SBLK Position: Q3 2022 in Review

Marshall Financial Group (Maryland) sold out of Star Bulk Carriers (SBLK) in Q3 2022, closing a stake of 8,050 shares — an estimated $201K sold.

Marshall Financial Group (Maryland) first reported a position in SBLK in Q1 2022 and held it in 2 quarters. The position peaked at $209K in Q1 2022. 164 funds tracked by Wall St. Rank hold SBLK as of Q3 2022.

  • Marshall Financial Group (Maryland) reported no remaining Star Bulk Carriers position as of Q3 2022 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 8,050 Star Bulk Carriers shares in Q3 2022, an estimated $201K.
  • Marshall Financial Group (Maryland) first reported a position in Star Bulk Carriers in Q1 2022 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Star Bulk Carriers position peaked at $209K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2022.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2022, filed 12 Oct 2022.