U
SGU icon

UBS’s Star Group SGU Stock Holding History

UBS’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
2014
Q3 		– Sell
-300
Closed -$2K – 10707
2014
Q2 		$2K Buy
+300
New +$1.9K ﹤0.01% 10062

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
SLG
Stanley-Laman Group Berwyn, Pennsylvania $814M AUM 40.24% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

UBS's SGU Position: Q3 2014 in Review

UBS reduced its Star Group (SGU) stake by 0.03% in Q3 2014, selling an estimated $278 and leaving 145,702 shares worth $832K. The position accounts for ﹤0.01% of the portfolio, ranked #3777.

UBS first reported a position in SGU in Q2 2013 and has held it in 6 quarters since. The position peaked at $903K in Q2 2014. 40 funds tracked by Wall St. Rank hold SGU as of Q3 2014.

  • UBS held 145,702 shares of Star Group worth $832K as of Q3 2014.
  • UBS sold 46 Star Group shares in Q3 2014, an estimated $278.
  • Star Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3777 holding.
  • UBS first reported a position in Star Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's Star Group position peaked at $903K in Q2 2014.
  • 40 funds tracked by Wall St. Rank held Star Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.