Planned Solutions’s Star Bulk Carriers SBLK Stock Holding History

Planned Solutions’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
2021 Q1	–	Sell	-600	Closed	-$5K	–	339
2020 Q4	$5K	Buy	+600	New	+$4.45K	﹤0.01%	389

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NSGL

No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Planned Solutions's SBLK Position: Q1 2021 in Review

Planned Solutions sold out of Star Bulk Carriers (SBLK) in Q1 2021, closing a stake of 600 shares — an estimated $5K sold.

Planned Solutions first reported a position in SBLK in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 89 funds tracked by Wall St. Rank hold SBLK as of Q1 2021.

Planned Solutions reported no remaining Star Bulk Carriers position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 600 Star Bulk Carriers shares in Q1 2021, an estimated $5K.
Planned Solutions first reported a position in Star Bulk Carriers in Q4 2020 and held it in 1 quarter.
Planned Solutions's Star Bulk Carriers position peaked at $5K in Q4 2020.
89 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.