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Principal Securities’s Star Group SGU Stock Holding History

Principal Securities’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
Q4 		– Sell
-5,005
Closed -$59.2K – 3153
2025
Q3 		$59.2K Hold
5,005
– – ﹤0.01% 1872
2025
Q2 		$58.6K Hold
5,005
– – ﹤0.01% 1792
2025
Q1 		$57.8K Hold
5,005
– – ﹤0.01% 1695
2024
Q4 		$57.8K Hold
5,005
– – ﹤0.01% 1694
2024
Q3 		$58.8K Hold
5,005
– – ﹤0.01% 1616
2024
Q2 		$53.3K Hold
5,005
– – ﹤0.01% 1593
2024
Q1 		$50.1K Buy
+5,005
New +$55.7K ﹤0.01% 1568

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
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return