Raymond James Financial’s Star Group SGU Stock Holding History

Raymond James Financial’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	-7,643	Closed	-$89.4K	–	6457
2025 Q2	$89.4K	Buy	+7,643	New	+$94K	﹤0.01%	4930

Other funds holding SGU

Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return

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

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 New York $25.6B AUM 26.83% 1-Year Est. Return

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

Raymond James Financial's SGU Position: Q3 2025 in Review

Raymond James Financial sold out of Star Group (SGU) in Q3 2025, closing a stake of 7,643 shares — an estimated $89.4K sold.

Raymond James Financial first reported a position in SGU in Q2 2025 and held it in 1 quarter. The position peaked at $89.4K in Q2 2025. 65 funds tracked by Wall St. Rank hold SGU as of Q3 2025.

Raymond James Financial reported no remaining Star Group position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 7,643 Star Group shares in Q3 2025, an estimated $89.4K.
Raymond James Financial first reported a position in Star Group in Q2 2025 and held it in 1 quarter.
Raymond James Financial's Star Group position peaked at $89.4K in Q2 2025.
65 funds tracked by Wall St. Rank held Star Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.