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Sowell Financial Services’s Star Group SGU Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-2,544
Closed -$22K – 2697
2020
Q2 		$22K Buy
+2,544
New +$20.1K ﹤0.01% 1432

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MCP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OCP
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Brown Advisory
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
LWCA
Locust Wood Capital Advisers New York $3.67B AUM 33.1% 1-Year Est. Return
CS
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return