U.S. Global Investors (USGI)’s Star Bulk Carriers SBLK Stock Holding History

U.S. Global Investors (USGI)’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	-4,987	Closed	-$95.9K	–	155
2022 Q4	$95.9K	Sell	4,987 -448	-8%	-$8.72K	0.01%	112
2022 Q3	$95K	Sell	5,435 -201	-4%	-$4.58K	0.01%	109
2022 Q2	$141K	Sell	5,636 -7,768	-58%	-$225K	0.01%	108
2022 Q1	$398K	Buy	+13,404	New	+$351K	0.01%	98
2014 Q2	–	Sell	-40,000	Closed	-$2.85M	–	355
2014 Q1	$2.85M	Buy	+40,000	New	+$2.58M	0.47%	80

Other funds holding SBLK

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

U.S. Global Investors (USGI)'s SBLK Position: Q1 2023 in Review

U.S. Global Investors (USGI) sold out of Star Bulk Carriers (SBLK) in Q1 2023, closing a stake of 4,987 shares — an estimated $95.9K sold.

U.S. Global Investors (USGI) first reported a position in SBLK in Q1 2014 and held it in 5 quarters. The position peaked at $2.85M in Q1 2014. 173 funds tracked by Wall St. Rank hold SBLK as of Q1 2023.

U.S. Global Investors (USGI) reported no remaining Star Bulk Carriers position as of Q1 2023 after selling out during the quarter.
U.S. Global Investors (USGI) sold 4,987 Star Bulk Carriers shares in Q1 2023, an estimated $95.9K.
U.S. Global Investors (USGI) first reported a position in Star Bulk Carriers in Q1 2014 and held it in 5 quarters.
U.S. Global Investors (USGI)'s Star Bulk Carriers position peaked at $2.85M in Q1 2014.
173 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2023.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2023, filed 28 Apr 2023.