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Williams Jones Wealth Management’s Star Group SGU Stock Holding History

Williams Jones Wealth Management’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
2019
Q4 		– Sell
-17,500
Closed -$166K – 460
2019
Q3 		$166K Buy
+17,500
New +$168K ﹤0.01% 402

Other funds holding SGU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LWCA
Locust Wood Capital Advisers New York $3.95B AUM 33.1% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LC
Lubar & Co Milwaukee, Wisconsin $119M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Central Securities New York $1.21B AUM 19.91% 1-Year Est. Return
YEPV
Yorktown Energy Partners VI New York $6.21M AUM 74.4% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Williams Jones Wealth Management's SGU Position: Q4 2019 in Review

Williams Jones Wealth Management sold out of Star Group (SGU) in Q4 2019, closing a stake of 17,500 shares — an estimated $166K sold.

Williams Jones Wealth Management first reported a position in SGU in Q3 2019 and held it in 1 quarter. The position peaked at $166K in Q3 2019. 72 funds tracked by Wall St. Rank hold SGU as of Q4 2019.

  • Williams Jones Wealth Management reported no remaining Star Group position as of Q4 2019 after selling out during the quarter.
  • Williams Jones Wealth Management sold 17,500 Star Group shares in Q4 2019, an estimated $166K.
  • Williams Jones Wealth Management first reported a position in Star Group in Q3 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Star Group position peaked at $166K in Q3 2019.
  • 72 funds tracked by Wall St. Rank held Star Group as of Q4 2019.

Based on Williams Jones Wealth Management's 13F filing for Q4 2019, filed 14 Feb 2020.