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	–	2688
2020 Q2	$22K	Buy	+2,544	New	+$20.1K	﹤0.01%	1432

Other funds holding SGU

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

MCP

Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $126M AUM

LWCA

Locust Wood Capital Advisers New York $4.15B AUM 31.06% 1-Year Est. Return

Central Securities New York $1.34B AUM 21.03% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Sowell Financial Services's SGU Position: Q3 2020 in Review

Sowell Financial Services sold out of Star Group (SGU) in Q3 2020, closing a stake of 2,544 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in SGU in Q2 2020 and held it in 1 quarter. The position peaked at $22K in Q2 2020. 71 funds tracked by Wall St. Rank hold SGU as of Q3 2020.

Sowell Financial Services reported no remaining Star Group position as of Q3 2020 after selling out during the quarter.
Sowell Financial Services sold 2,544 Star Group shares in Q3 2020, an estimated $22K.
Sowell Financial Services first reported a position in Star Group in Q2 2020 and held it in 1 quarter.
Sowell Financial Services's Star Group position peaked at $22K in Q2 2020.
71 funds tracked by Wall St. Rank held Star Group as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.