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 		– Sell
-6,200
Closed -$73.4K – 10036
2025
Q4 		$73.4K Sell
6,200
-1,900
-23% -$22.5K ﹤0.01% 5293
2025
Q3 		$95K Buy
8,100
+7,800
+2,600% +$91.1K ﹤0.01% 5808
2025
Q2 		$3K Sell
300
-5,200
-95% -$64K ﹤0.01% 8023
2025
Q1 		$72K Buy
5,500
+4,900
+817% +$61.3K ﹤0.01% 5418
2024
Q4 		$6K Sell
600
-1,100
-65% -$12.9K ﹤0.01% 7533
2024
Q3 		$19K Buy
1,700
+700
+70% +$7.95K ﹤0.01% 6718
2024
Q2 		$10K Buy
+1,000
New +$10.8K ﹤0.01% 7446
2023
Q3 		– Sell
-2,000
Closed -$27K – 9705
2023
Q2 		$27K Buy
2,000
+1,100
+122% +$15.1K ﹤0.01% 6471
2023
Q1 		$11K Sell
900
-11,100
-93% -$137K ﹤0.01% 7483
2022
Q4 		$144K Buy
12,000
+11,200
+1,400% +$104K ﹤0.01% 4645
2022
Q3 		$6K Buy
800
+600
+300% +$5.62K ﹤0.01% 8680
2022
Q2 		$1K Buy
+200
New +$2.06K ﹤0.01% 9664
2022
Q1 		– Sell
-100
Closed -$1K – 11295
2021
Q4 		$1K Sell
100
-100
-50% -$1.07K ﹤0.01% 10245
2021
Q3 		$2K Hold
200
– – ﹤0.01% 9560
2021
Q2 		$2K Buy
200
+199
+19,900% +$2.17K ﹤0.01% 9738
2021
Q1 		$1K Sell
1
-1
-50% -$10 ﹤0.01% 8579
2020
Q4 		$1K Sell
2
-12
-86% -$115 ﹤0.01% 8155
2020
Q3 		$13K Buy
+14
New +$130 ﹤0.01% 6661
2020
Q2 		– Sell
-46
Closed -$35K – 8283
2020
Q1 		$35K Buy
46
+42
+1,050% +$368 ﹤0.01% 5496
2019
Q4 		$3K Sell
4
-6
-60% -$56 ﹤0.01% 6896
2019
Q3 		$9K Buy
+10
New +$96 ﹤0.01% 6312
2018
Q4 		– Sell
-5
Closed -$4K – 7727
2018
Q3 		$4K Buy
+5
New +$48 ﹤0.01% 6865
2015
Q2 		– Sell
-10
Closed -$2K – 5788
2015
Q1 		$2K Buy
+10
New +$68 ﹤0.01% 4185

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 $119M 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.