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Monograph Wealth Advisors’s Star Group SGU Stock Holding History

Monograph 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
2025
Q2 		– Sell
-13,444
Closed -$177K – 131
2025
Q1 		$177K Hold
13,444
– – 0.02% 110
2024
Q4 		$155K Sell
13,444
-16,670
-55% -$196K 0.02% 113
2024
Q3 		$354K Buy
+30,114
New +$342K 0.05% 87
2024
Q2 		– Sell
-30,114
Closed -$302K – 152
2024
Q1 		$302K Hold
30,114
– – 0.04% 130
2023
Q4 		$347K Hold
30,114
– – 0.06% 77
2023
Q3 		$362K Hold
30,114
– – 0.07% 84
2023
Q2 		$411K Hold
30,114
– – 0.09% 56
2023
Q1 		$391K Hold
30,114
– – 0.09% 60
2022
Q4 		$363K Hold
30,114
– – 0.1% 63
2022
Q3 		$245K Hold
30,114
– – 0.08% 60
2022
Q2 		$276K Hold
30,114
– – 0.08% 61
2022
Q1 		$334K Hold
30,114
– – 0.08% 65
2021
Q4 		$324K Buy
+30,114
New +$322K 0.08% 66

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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 $25.6B AUM 26.83% 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

Monograph Wealth Advisors's SGU Position: Q2 2025 in Review

Monograph Wealth Advisors sold out of Star Group (SGU) in Q2 2025, closing a stake of 13,444 shares — an estimated $177K sold.

Monograph Wealth Advisors first reported a position in SGU in Q4 2021 and held it in 13 quarters. The position peaked at $411K in Q2 2023. 66 funds tracked by Wall St. Rank hold SGU as of Q2 2025.

  • Monograph Wealth Advisors reported no remaining Star Group position as of Q2 2025 after selling out during the quarter.
  • Monograph Wealth Advisors sold 13,444 Star Group shares in Q2 2025, an estimated $177K.
  • Monograph Wealth Advisors first reported a position in Star Group in Q4 2021 and held it in 13 quarters.
  • Monograph Wealth Advisors's Star Group position peaked at $411K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Star Group as of Q2 2025.

Based on Monograph Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.