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Whipplewood Advisors’s Star Bulk Carriers SBLK Stock Holding History

Whipplewood Advisors’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
2025
Q3 		– Sell
-45
Closed -$776 – 997
2025
Q2 		$776 Sell
45
-30,835
-100% -$480K ﹤0.01% 1058
2025
Q1 		$3.55K Buy
30,880
+30,652
+13,444% +$478K ﹤0.01% 766
2024
Q4 		$3.41K Buy
+228
New +$4.24K ﹤0.01% 774

Other funds holding SBLK

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return

Whipplewood Advisors's SBLK Position: Q3 2025 in Review

Whipplewood Advisors sold out of Star Bulk Carriers (SBLK) in Q3 2025, closing a stake of 45 shares — an estimated $776 sold.

Whipplewood Advisors first reported a position in SBLK in Q4 2024 and held it in 3 quarters. The position peaked at $3.55K in Q1 2025. 164 funds tracked by Wall St. Rank hold SBLK as of Q3 2025.

  • Whipplewood Advisors reported no remaining Star Bulk Carriers position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 45 Star Bulk Carriers shares in Q3 2025, an estimated $776.
  • Whipplewood Advisors first reported a position in Star Bulk Carriers in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Star Bulk Carriers position peaked at $3.55K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.