Selective Wealth Management’s Star Group SGU Stock Holding History

Selective Wealth Management’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
2022 Q1	–	Sell	-700	Closed	-$8K	–	788
2021 Q4	$8K	Hold	700	–	–	﹤0.01%	510
2021 Q3	$7K	Hold	700	–	–	﹤0.01%	468
2021 Q2	$8K	Hold	700	–	–	0.01%	375
2021 Q1	$7K	Hold	700	–	–	0.01%	285
2020 Q4	$7K	Hold	700	–	–	﹤0.01%	273
2020 Q3	$7K	Hold	700	–	–	0.01%	229
2020 Q2	$6K	Buy	+700	New	+$5.52K	0.01%	290

Other funds holding SGU

Bandera Partners New York $221M AUM 10.51% 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

OCP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return

LWCA

Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return

ETM

Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Selective Wealth Management's SGU Position: Q1 2022 in Review

Selective Wealth Management sold out of Star Group (SGU) in Q1 2022, closing a stake of 700 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in SGU in Q2 2020 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 71 funds tracked by Wall St. Rank hold SGU as of Q1 2022.

Selective Wealth Management reported no remaining Star Group position as of Q1 2022 after selling out during the quarter.
Selective Wealth Management sold 700 Star Group shares in Q1 2022, an estimated $8K.
Selective Wealth Management first reported a position in Star Group in Q2 2020 and held it in 7 quarters.
Selective Wealth Management's Star Group position peaked at $8K in Q4 2021.
71 funds tracked by Wall St. Rank held Star Group as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.