Number of Shares
191,832.00
Current Holdings Value*
$2.53 Mil
% of Portfolio
0.11%
Total Estimate Gain
$-111,075.43
% of Total Estimate Gain
-4.41%

Joel Isaacson & Co., LLC's Star Group LP Holding Summary

As of 2025-03-31, Joel Isaacson & Co., LLC held 191,832.00 shares of Star Group LP(SGU), totaling $2.53 Mil. This investment constitutes 0.11% of their stock portfolio, and Joel Isaacson & Co., LLC now holds 0.55% of the outstanding Star Group LP(SGU) stock.

The initial trade took place in 2012Q4. And since then Joel Isaacson & Co., LLC has made 6 purchases of SGU, at an average price of $11.97, for a total of 210,310.00 shares. In addition, there have been 3 sales at an average price of $8.71 for 18,478.00 shares. Based on historical transaction data and SGU's current price of $11.71, Joel Isaacson & Co., LLC's estimated gain on his SGU holdings is $-111,075.43, reflecting a -4.41% gain to date.

Joel Isaacson & Co., LLC SGU ($11.71) Holding Chart

Joel Isaacson & Co., LLC SGU ($11.71) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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