Simplex Trading
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Simplex Trading’s Star Group SGU Stock Holding History

Simplex Trading’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
2026
Q1 		$14.2K Buy
+1,154
New +$14.6K ﹤0.01% 7042
2022
Q3 		– Sell
-3,639
Closed -$34.1K – 10784
2022
Q2 		$33K Sell
3,639
-546
-13% -$5.63K ﹤0.01% 7030
2022
Q1 		$46K Buy
4,185
+4,173
+34,775% +$43.6K ﹤0.01% 7253
2021
Q4 		$0 Sell
12
-2,941
-100% -$31.4K ﹤0.01% 11331
2021
Q3 		$33K Hold
2,953
– – ﹤0.01% 8006
2021
Q2 		$33K Buy
2,953
+1,256
+74% +$13.7K ﹤0.01% 8144
2021
Q1 		$17K Buy
+1,697
New +$16.8K ﹤0.01% 7594
2019
Q4 		– Sell
-78
Closed -$732 – 7899
2019
Q3 		$0 Buy
+78
New +$747 ﹤0.01% 7820
2019
Q2 		– Sell
-257
Closed -$2K – 7719
2019
Q1 		$2K Sell
257
-174
-40% -$1.66K ﹤0.01% 6816
2018
Q4 		$4K Sell
431
-1,385
-76% -$13.3K ﹤0.01% 6336
2018
Q3 		$17K Buy
+1,816
New +$17.5K ﹤0.01% 6088
2017
Q3 		– Sell
-1,834
Closed -$19K – 6559
2017
Q2 		$19K Buy
1,834
+1,716
+1,454% +$17K ﹤0.01% 3354
2017
Q1 		$1K Buy
+118
New +$1.19K ﹤0.01% 5774
2015
Q4 		– Sell
-17
Closed – – 6066
2015
Q3 		$0 Buy
+17
New +$156 ﹤0.01% 6119

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $126M AUM
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
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
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Simplex Trading's SGU Position: Q1 2026 in Review

Simplex Trading opened a new position in Star Group (SGU) in Q1 2026: 1,154 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #7042 among its holdings. This is a return to the name: Simplex Trading previously reported a position in SGU as recently as Q2 2022.

Simplex Trading first reported a position in SGU in Q3 2015 and has held it in 14 quarters since. The position peaked at $46K in Q1 2022. 69 funds tracked by Wall St. Rank hold SGU as of Q1 2026.

  • Simplex Trading held 1,154 shares of Star Group worth $14.2K as of Q1 2026.
  • Star Group was a new Simplex Trading position in Q1 2026.
  • Star Group made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7042 holding.
  • Simplex Trading first reported a position in Star Group in Q3 2015 and has held it in 14 quarters since.
  • Simplex Trading's Star Group position peaked at $46K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held Star Group as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.