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Trajan Wealth’s Star Bulk Carriers SBLK Stock Holding History

Trajan Wealth’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
2025
Q1 		– Sell
-31,344
Closed -$469K – 184
2024
Q4 		$469K Hold
31,344
– – 0.03% 130
2024
Q3 		$743K Sell
31,344
-356
-1% -$7.9K 0.04% 114
2024
Q2 		$773K Sell
31,700
-348
-1% -$8.65K 0.05% 113
2024
Q1 		$765K Buy
+32,048
New +$726K 0.05% 117

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Trajan Wealth's SBLK Position: Q1 2025 in Review

Trajan Wealth sold out of Star Bulk Carriers (SBLK) in Q1 2025, closing a stake of 31,344 shares — an estimated $469K sold.

Trajan Wealth first reported a position in SBLK in Q1 2024 and held it in 4 quarters. The position peaked at $773K in Q2 2024. 190 funds tracked by Wall St. Rank hold SBLK as of Q1 2025.

  • Trajan Wealth reported no remaining Star Bulk Carriers position as of Q1 2025 after selling out during the quarter.
  • Trajan Wealth sold 31,344 Star Bulk Carriers shares in Q1 2025, an estimated $469K.
  • Trajan Wealth first reported a position in Star Bulk Carriers in Q1 2024 and held it in 4 quarters.
  • Trajan Wealth's Star Bulk Carriers position peaked at $773K in Q2 2024.
  • 190 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.