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Reilly Financial Advisors’s Star Group SGU Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$2K Buy
+200
New +$2.14K ﹤0.01% 1008

Other funds holding SGU

BP
Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return
CS
Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Reilly Financial Advisors's SGU Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Star Group (SGU) in Q4 2021: 200 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1008 among its holdings.

69 funds tracked by Wall St. Rank hold SGU as of Q4 2021.

  • Reilly Financial Advisors held 200 shares of Star Group worth $2K as of Q4 2021.
  • Star Group was a new Reilly Financial Advisors position in Q4 2021.
  • Star Group made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1008 holding.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.