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MorganRosel Wealth Management’s Star Group SGU Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-1,000
Closed -$11.7K – 309
2025
Q2 		$11.7K Hold
1,000
– – ﹤0.01% 249
2025
Q1 		$13.2K Buy
+1,000
New +$12.5K ﹤0.01% 235

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
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
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MorganRosel Wealth Management's SGU Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Star Group (SGU) in Q3 2025, closing a stake of 1,000 shares — an estimated $11.7K sold.

MorganRosel Wealth Management first reported a position in SGU in Q1 2025 and held it in 2 quarters. The position peaked at $13.2K in Q1 2025. 65 funds tracked by Wall St. Rank hold SGU as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Star Group position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,000 Star Group shares in Q3 2025, an estimated $11.7K.
  • MorganRosel Wealth Management first reported a position in Star Group in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Star Group position peaked at $13.2K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Star Group as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.