Ridgewood Investments’s Star Group SGU Stock Holding History

Ridgewood Investments’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
2024 Q3	–	Sell	-79	Closed	-$840	–	787
2024 Q2	$840	Buy	+79	New	+$850	﹤0.01%	713
2023 Q3	–	Sell	-79	Closed	-$1.08K	–	646
2023 Q2	$1.08K	Hold	79	–	–	﹤0.01%	737
2023 Q1	$1.02K	Buy	+79	New	+$977	﹤0.01%	738

Other funds holding SGU

Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return

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

OCP

Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 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

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

Ridgewood Investments's SGU Position: Q3 2024 in Review

Ridgewood Investments sold out of Star Group (SGU) in Q3 2024, closing a stake of 79 shares — an estimated $840 sold.

Ridgewood Investments first reported a position in SGU in Q1 2023 and held it in 3 quarters. The position peaked at $1.08K in Q2 2023. 63 funds tracked by Wall St. Rank hold SGU as of Q3 2024.

Ridgewood Investments reported no remaining Star Group position as of Q3 2024 after selling out during the quarter.
Ridgewood Investments sold 79 Star Group shares in Q3 2024, an estimated $840.
Ridgewood Investments first reported a position in Star Group in Q1 2023 and held it in 3 quarters.
Ridgewood Investments's Star Group position peaked at $1.08K in Q2 2023.
63 funds tracked by Wall St. Rank held Star Group as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.