WJWM
SBLK icon

Williams Jones Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

Williams Jones Wealth Management’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
2023
Q2 		– Sell
-68,299
Closed -$1.44M – 555
2023
Q1 		$1.44M Buy
68,299
+11,149
+20% +$244K 0.02% 230
2022
Q4 		$1.1M Sell
57,150
-6,744
-11% -$131K 0.02% 256
2022
Q3 		$1.12M Sell
63,894
-12,746
-17% -$291K 0.02% 257
2022
Q2 		$1.92M Buy
76,640
+5,295
+7% +$154K 0.03% 210
2022
Q1 		$2.12M Buy
71,345
+24,870
+54% +$650K 0.03% 193
2021
Q4 		$1.05M Buy
46,475
+6,560
+16% +$138K 0.01% 256
2021
Q3 		$960K Sell
39,915
-3,620
-8% -$76.1K 0.01% 253
2021
Q2 		$999K Sell
43,535
-14,760
-25% -$292K 0.01% 249
2021
Q1 		$856K Buy
58,295
+38,295
+191% +$494K 0.01% 257
2020
Q4 		$177K Buy
+20,000
New +$148K ﹤0.01% 442
2020
Q3 		– Sell
-10,000
Closed -$66K – 453
2020
Q2 		$66K Buy
+10,000
New +$57.4K ﹤0.01% 401
2020
Q1 		– Sell
-72,940
Closed -$861K – 426
2019
Q4 		$861K Buy
72,940
+9,500
+15% +$103K 0.02% 219
2019
Q3 		$639K Buy
+63,440
New +$646K 0.01% 242

Other funds holding SBLK

OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Williams Jones Wealth Management's SBLK Position: Q2 2023 in Review

Williams Jones Wealth Management sold out of Star Bulk Carriers (SBLK) in Q2 2023, closing a stake of 68,299 shares — an estimated $1.44M sold.

Williams Jones Wealth Management first reported a position in SBLK in Q3 2019 and held it in 13 quarters. The position peaked at $2.12M in Q1 2022. 160 funds tracked by Wall St. Rank hold SBLK as of Q2 2023.

  • Williams Jones Wealth Management reported no remaining Star Bulk Carriers position as of Q2 2023 after selling out during the quarter.
  • Williams Jones Wealth Management sold 68,299 Star Bulk Carriers shares in Q2 2023, an estimated $1.44M.
  • Williams Jones Wealth Management first reported a position in Star Bulk Carriers in Q3 2019 and held it in 13 quarters.
  • Williams Jones Wealth Management's Star Bulk Carriers position peaked at $2.12M in Q1 2022.
  • 160 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q2 2023.

Based on Williams Jones Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.