Parsons Capital Management’s Star Group SGU Stock Holding History

Parsons Capital 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
2026 Q2	$668K	Sell	52,006 -800	-2%	-$10.2K	0.03%	339
2026 Q1	$648K	Hold	52,806	–	–	0.03%	317
2025 Q4	$625K	Sell	52,806 -700	-1%	-$8.29K	0.03%	300
2025 Q3	$633K	Hold	53,506	–	–	0.04%	291
2025 Q2	$626K	Hold	53,506	–	–	0.04%	290
2025 Q1	$705K	Hold	53,506	–	–	0.04%	285
2024 Q4	$617K	Hold	53,506	–	–	0.03%	296
2024 Q3	$628K	Hold	53,506	–	–	0.04%	295
2024 Q2	$569K	Hold	53,506	–	–	0.04%	302
2024 Q1	$536K	Hold	53,506	–	–	0.04%	313
2023 Q4	$617K	Hold	53,506	–	–	0.04%	283
2023 Q3	$644K	Sell	53,506 -300	-0.6%	-$3.71K	0.05%	266
2023 Q2	$735K	Hold	53,806	–	–	0.06%	252
2023 Q1	$698K	Sell	53,806 -16,000	-23%	-$198K	0.06%	254
2022 Q4	$841K	Sell	69,806 -3,194	-4%	-$29.5K	0.07%	228
2022 Q3	$593K	Hold	73,000	–	–	0.05%	249
2022 Q2	$669K	Hold	73,000	–	–	0.06%	244
2022 Q1	$810K	Hold	73,000	–	–	0.06%	241
2021 Q4	$786K	Hold	73,000	–	–	0.06%	250
2021 Q3	$744K	Buy	73,000 +20,000	+38%	+$217K	0.06%	247
2021 Q2	$594K	Hold	53,000	–	–	0.05%	273
2021 Q1	$561K	Buy	53,000 +10,000	+23%	+$99.2K	0.05%	265
2020 Q4	$405K	Hold	43,000	–	–	0.03%	285
2020 Q3	$419K	Buy	43,000 +3,000	+8%	+$27.9K	0.04%	257
2020 Q2	$351K	Buy	+40,000	New	+$315K	0.04%	261

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Parsons Capital Management's SGU Position: Q2 2026 in Review

Parsons Capital Management reduced its Star Group (SGU) stake by 1.5% in Q2 2026, selling an estimated $10.2K and leaving 52,006 shares worth $668K. The position accounts for 0.03% of the portfolio, ranked #339.

Parsons Capital Management first reported a position in SGU in Q2 2020 and has held it in 25 quarters since. The position peaked at $841K in Q4 2022. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Parsons Capital Management held 52,006 shares of Star Group worth $668K as of Q2 2026.
Parsons Capital Management sold 800 Star Group shares in Q2 2026, an estimated $10.2K.
Star Group made up 0.03% of Parsons Capital Management's portfolio in Q2 2026, its #339 holding.
Parsons Capital Management first reported a position in Star Group in Q2 2020 and has held it in 25 quarters since.
Parsons Capital Management's Star Group position peaked at $841K in Q4 2022.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.