Sugarloaf Wealth Management’s American Homes 4 Rent AMH Stock Holding History

Sugarloaf Wealth Management’s Portfolio AMH Stock Details AMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-570	Closed	-$18.2K	–	701
2022 Q4	$17.2K	Sell	570 -1,306	-70%	-$41.4K	﹤0.01%	428
2022 Q3	$62K	Buy	1,876 +107	+6%	+$3.86K	0.02%	257
2022 Q2	$63K	Buy	+1,769	New	+$67K	0.02%	251

Other funds holding AMH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sugarloaf Wealth Management's AMH Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of American Homes 4 Rent (AMH) in Q1 2023, closing a stake of 570 shares — an estimated $18.2K sold.

Sugarloaf Wealth Management first reported a position in AMH in Q2 2022 and held it in 3 quarters. The position peaked at $63K in Q2 2022. 355 funds tracked by Wall St. Rank hold AMH as of Q1 2023.

Sugarloaf Wealth Management reported no remaining American Homes 4 Rent position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 570 American Homes 4 Rent shares in Q1 2023, an estimated $18.2K.
Sugarloaf Wealth Management first reported a position in American Homes 4 Rent in Q2 2022 and held it in 3 quarters.
Sugarloaf Wealth Management's American Homes 4 Rent position peaked at $63K in Q2 2022.
355 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.