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Sound Income Strategies’s Star Group SGU Stock Holding History

Sound Income Strategies’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
2025
Q2 		– Sell
-861
Closed -$11.3K – 1695
2025
Q1 		$11.3K Buy
861
+10
+1% +$125 ﹤0.01% 877
2024
Q4 		$9.82K Buy
851
+11
+1% +$129 ﹤0.01% 845
2024
Q3 		$9.86K Buy
840
+169
+25% +$1.92K ﹤0.01% 799
2024
Q2 		$7.14K Sell
671
-484
-42% -$5.21K ﹤0.01% 846
2024
Q1 		$11.6K Sell
1,155
-145
-11% -$1.61K ﹤0.01% 716
2023
Q4 		$15K Buy
+1,300
New +$15.8K ﹤0.01% 647

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
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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Sound Income Strategies's SGU Position: Q2 2025 in Review

Sound Income Strategies sold out of Star Group (SGU) in Q2 2025, closing a stake of 861 shares — an estimated $11.3K sold.

Sound Income Strategies first reported a position in SGU in Q4 2023 and held it in 6 quarters. The position peaked at $15K in Q4 2023. 66 funds tracked by Wall St. Rank hold SGU as of Q2 2025.

  • Sound Income Strategies reported no remaining Star Group position as of Q2 2025 after selling out during the quarter.
  • Sound Income Strategies sold 861 Star Group shares in Q2 2025, an estimated $11.3K.
  • Sound Income Strategies first reported a position in Star Group in Q4 2023 and held it in 6 quarters.
  • Sound Income Strategies's Star Group position peaked at $15K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Star Group as of Q2 2025.

Based on Sound Income Strategies's 13F filing for Q2 2025, filed 17 Jul 2025.