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Stephens Inc’s Star Bulk Carriers SBLK Stock Holding History

Stephens Inc’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-33,262
Closed -$640K – 1237
2022
Q4 		$640K Buy
33,262
+4,262
+15% +$83K 0.01% 618
2022
Q3 		$507K Buy
+29,000
New +$661K 0.01% 702
2021
Q3 		– Sell
-60,663
Closed -$1.39M – 1393
2021
Q2 		$1.39M Buy
+60,663
New +$1.2M 0.02% 567

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stephens Inc's SBLK Position: Q1 2023 in Review

Stephens Inc sold out of Star Bulk Carriers (SBLK) in Q1 2023, closing a stake of 33,262 shares — an estimated $640K sold.

Stephens Inc first reported a position in SBLK in Q2 2021 and held it in 3 quarters. The position peaked at $1.39M in Q2 2021. 173 funds tracked by Wall St. Rank hold SBLK as of Q1 2023.

  • Stephens Inc reported no remaining Star Bulk Carriers position as of Q1 2023 after selling out during the quarter.
  • Stephens Inc sold 33,262 Star Bulk Carriers shares in Q1 2023, an estimated $640K.
  • Stephens Inc first reported a position in Star Bulk Carriers in Q2 2021 and held it in 3 quarters.
  • Stephens Inc's Star Bulk Carriers position peaked at $1.39M in Q2 2021.
  • 173 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2023.

Based on Stephens Inc's 13F filing for Q1 2023, filed 15 May 2023.