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Vermillion & White Wealth Management Group’s Star Group SGU Stock Holding History

Vermillion & White Wealth Management Group’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
2025
Q3 		– Sell
-1,238
Closed -$14.5K – 620
2025
Q2 		$14.5K Buy
1,238
+18
+1% +$221 0.01% 263
2025
Q1 		$16.1K Buy
1,220
+17
+1% +$213 0.01% 223
2024
Q4 		$13.9K Buy
+1,203
New +$14.2K 0.01% 216

Other funds holding SGU

HP
Hartree Partners New York $467M AUM 66.71% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vermillion & White Wealth Management Group's SGU Position: Q3 2025 in Review

Vermillion & White Wealth Management Group sold out of Star Group (SGU) in Q3 2025, closing a stake of 1,238 shares — an estimated $14.5K sold.

Vermillion & White Wealth Management Group first reported a position in SGU in Q4 2024 and held it in 3 quarters. The position peaked at $16.1K in Q1 2025. 65 funds tracked by Wall St. Rank hold SGU as of Q3 2025.

  • Vermillion & White Wealth Management Group reported no remaining Star Group position as of Q3 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,238 Star Group shares in Q3 2025, an estimated $14.5K.
  • Vermillion & White Wealth Management Group first reported a position in Star Group in Q4 2024 and held it in 3 quarters.
  • Vermillion & White Wealth Management Group's Star Group position peaked at $16.1K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held Star Group as of Q3 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2025, filed 26 Nov 2025.