Private Wealth Management Group’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History

Private Wealth Management Group’s Portfolio STHO Stock Details STHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-330	Closed	-$2.81K	–	1591
2025 Q1	$2.81K	Buy	+330	New	+$2.88K	﹤0.01%	940
2024 Q4	–	Sell	-45	Closed	-$623	–	1565
2024 Q3	$623	Hold	45	–	–	﹤0.01%	1389
2024 Q2	$543	Hold	45	–	–	﹤0.01%	1428
2024 Q1	$582	Hold	45	–	–	﹤0.01%	1409
2023 Q4	$675	Buy	+45	New	+$561	﹤0.01%	1391

Other funds holding STHO

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

HCM

Highbridge Capital Management New York $3.09B AUM 31.19% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Foursixthree Capital New York $268M AUM 115.24% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PLC

Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Private Wealth Management Group's STHO Position: Q2 2025 in Review

Private Wealth Management Group sold out of Star Holdings Shares of Beneficial Interest (STHO) in Q2 2025, closing a stake of 330 shares — an estimated $2.81K sold.

Private Wealth Management Group first reported a position in STHO in Q4 2023 and held it in 5 quarters. The position peaked at $2.81K in Q1 2025. 91 funds tracked by Wall St. Rank hold STHO as of Q2 2025.

Private Wealth Management Group reported no remaining Star Holdings Shares of Beneficial Interest position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 330 Star Holdings Shares of Beneficial Interest shares in Q2 2025, an estimated $2.81K.
Private Wealth Management Group first reported a position in Star Holdings Shares of Beneficial Interest in Q4 2023 and held it in 5 quarters.
Private Wealth Management Group's Star Holdings Shares of Beneficial Interest position peaked at $2.81K in Q1 2025.
91 funds tracked by Wall St. Rank held Star Holdings Shares of Beneficial Interest as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.