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Waldron Private Wealth’s Star Bulk Carriers SBLK Stock Holding History

Waldron Private 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
2024
Q1 		– Sell
-13,396
Closed -$285K – 449
2023
Q4 		$285K Buy
+13,396
New +$264K 0.01% 322

Other funds holding SBLK

OCM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Waldron Private Wealth's SBLK Position: Q1 2024 in Review

Waldron Private Wealth sold out of Star Bulk Carriers (SBLK) in Q1 2024, closing a stake of 13,396 shares — an estimated $285K sold.

Waldron Private Wealth first reported a position in SBLK in Q4 2023 and held it in 1 quarter. The position peaked at $285K in Q4 2023. 205 funds tracked by Wall St. Rank hold SBLK as of Q1 2024.

  • Waldron Private Wealth reported no remaining Star Bulk Carriers position as of Q1 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 13,396 Star Bulk Carriers shares in Q1 2024, an estimated $285K.
  • Waldron Private Wealth first reported a position in Star Bulk Carriers in Q4 2023 and held it in 1 quarter.
  • Waldron Private Wealth's Star Bulk Carriers position peaked at $285K in Q4 2023.
  • 205 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q1 2024.

Based on Waldron Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.