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WBI Investments’s Star Group SGU Stock Holding History

WBI Investments’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
2022
Q1 		– Sell
-12,283
Closed -$132K – 227
2021
Q4 		$132K Sell
12,283
-35,303
-74% -$377K 0.02% 171
2021
Q3 		$484K Buy
47,586
+16,263
+52% +$176K 0.08% 137
2021
Q2 		$351K Sell
31,323
-73,656
-70% -$804K 0.05% 146
2021
Q1 		$1.11M Buy
104,979
+59,319
+130% +$588K 0.17% 97
2020
Q4 		$430K Sell
45,660
-30,931
-40% -$297K 0.07% 127
2020
Q3 		$747K Buy
+76,591
New +$713K 0.11% 77

Other funds holding SGU

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OCP
Oakcliff Capital Partners New York $227M AUM 27.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
ETM
Euclidean Technologies Management Seattle, Washington $109M AUM 7.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

WBI Investments's SGU Position: Q1 2022 in Review

WBI Investments sold out of Star Group (SGU) in Q1 2022, closing a stake of 12,283 shares — an estimated $132K sold.

WBI Investments first reported a position in SGU in Q3 2020 and held it in 6 quarters. The position peaked at $1.11M in Q1 2021. 71 funds tracked by Wall St. Rank hold SGU as of Q1 2022.

  • WBI Investments reported no remaining Star Group position as of Q1 2022 after selling out during the quarter.
  • WBI Investments sold 12,283 Star Group shares in Q1 2022, an estimated $132K.
  • WBI Investments first reported a position in Star Group in Q3 2020 and held it in 6 quarters.
  • WBI Investments's Star Group position peaked at $1.11M in Q1 2021.
  • 71 funds tracked by Wall St. Rank held Star Group as of Q1 2022.

Based on WBI Investments's 13F filing for Q1 2022, filed 2 May 2022.