SWM
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Sugarloaf Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Sugarloaf Wealth Management’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$249K Buy
4,937
+825
+20% +$44.6K 0.05% 142
2024
Q3 		$246K Buy
4,112
+844
+26% +$51.4K 0.05% 134
2024
Q2 		$198K Buy
3,268
+344
+12% +$21.1K 0.04% 148
2024
Q1 		$184K Buy
2,924
+1,291
+79% +$75.8K 0.04% 159
2023
Q4 		$118K Buy
1,633
+252
+18% +$18.4K 0.03% 205
2023
Q3 		$104K Sell
1,381
-442
-24% -$35.8K 0.03% 207
2023
Q2 		$138K Buy
1,823
+333
+22% +$25.2K 0.03% 179
2023
Q1 		$119K Buy
1,490
+793
+114% +$64.8K 0.03% 184
2022
Q4 		$64.8K Sell
697
-296
-30% -$27.3K 0.02% 248
2022
Q3 		$80K Buy
993
+729
+276% +$60K 0.02% 217
2022
Q2 		$20K Sell
264
-160
-38% -$14K 0.01% 411
2022
Q1 		$38K Sell
424
-6
-1% -$467 0.01% 318
2021
Q4 		$29K Buy
430
+24
+6% +$1.55K 0.01% 371
2021
Q3 		$24K Buy
+406
New +$24.3K 0.01% 384

Other funds holding ADM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's ADM Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Archer Daniels Midland (ADM) stake by 20% in Q4 2024, buying an estimated $44.6K and bringing the position to 4,937 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #142.

Sugarloaf Wealth Management first reported a position in ADM in Q3 2021 and has held it in 14 quarters since. 965 funds tracked by Wall St. Rank hold ADM as of Q4 2024.

  • Sugarloaf Wealth Management held 4,937 shares of Archer Daniels Midland worth $249K as of Q4 2024.
  • Sugarloaf Wealth Management bought 825 Archer Daniels Midland shares in Q4 2024, an estimated $44.6K.
  • Archer Daniels Midland made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #142 holding.
  • Sugarloaf Wealth Management first reported a position in Archer Daniels Midland in Q3 2021 and has held it in 14 quarters since.
  • 965 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.