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Sugarloaf Wealth Management’s American International AIG Stock Holding History

Sugarloaf Wealth Management’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$654 – 705
2022
Q4 		$654 Sell
10
-1
-9% -$58 ﹤0.01% 724
2022
Q3 		$1K Hold
11
– – ﹤0.01% 736
2022
Q2 		$1K Buy
11
+1
+10% +$58 ﹤0.01% 720
2022
Q1 		$1K Sell
10
-1
-9% -$60 ﹤0.01% 663
2021
Q4 		$1K Hold
11
– – ﹤0.01% 697
2021
Q3 		$1K Hold
11
– – ﹤0.01% 707
2021
Q2 		$0 Buy
11
+1
+10% +$49 ﹤0.01% 750
2021
Q1 		$0 Hold
10
– – ﹤0.01% 741
2020
Q4 		$0 Hold
10
– – ﹤0.01% 714
2020
Q3 		$0 Hold
10
– – ﹤0.01% 668
2020
Q2 		$0 Hold
10
– – ﹤0.01% 673
2020
Q1 		$0 Hold
10
– – ﹤0.01% 681
2019
Q4 		$0 Buy
+10
New +$530 ﹤0.01% 692

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return