Ritholtz Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Ritholtz Wealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,594	Closed	-$188K	–	963
2024 Q4	$188K	Sell	12,594 -20,036	-61%	-$372K	0.01%	817
2024 Q3	$773K	Buy	32,630 +890	+3%	+$19.8K	0.02%	435
2024 Q2	$774K	Buy	31,740 +1,756	+6%	+$43.7K	0.03%	417
2024 Q1	$716K	Sell	29,984 -3,374	-10%	-$76.5K	0.02%	445
2023 Q4	$709K	Buy	33,358 +5,921	+22%	+$117K	0.03%	408
2023 Q3	$529K	Buy	27,437 +11,405	+71%	+$203K	0.02%	443
2023 Q2	$284K	Sell	16,032 -10,892	-40%	-$210K	0.01%	553
2023 Q1	$569K	Buy	+26,924	New	+$589K	0.03%	376

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ritholtz Wealth Management's SBLK Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Star Bulk Carriers (SBLK) in Q1 2025, closing a stake of 12,594 shares — an estimated $188K sold.

Ritholtz Wealth Management first reported a position in SBLK in Q1 2023 and held it in 8 quarters. The position peaked at $774K in Q2 2024. 190 funds tracked by Wall St. Rank hold SBLK as of Q1 2025.

Ritholtz Wealth Management reported no remaining Star Bulk Carriers position as of Q1 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 12,594 Star Bulk Carriers shares in Q1 2025, an estimated $188K.
Ritholtz Wealth Management first reported a position in Star Bulk Carriers in Q1 2023 and held it in 8 quarters.
Ritholtz Wealth Management's Star Bulk Carriers position peaked at $774K in Q2 2024.
190 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.