Sugarloaf Wealth Management’s Aptiv APTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$8.71K	Hold	144	–	–	﹤0.01%	520
2024 Q3	$10.4K	Hold	144	–	–	﹤0.01%	500
2024 Q2	$10.1K	Hold	144	–	–	﹤0.01%	476
2024 Q1	$11.5K	Hold	144	–	–	﹤0.01%	470
2023 Q4	$12.9K	Hold	144	–	–	﹤0.01%	459
2023 Q3	$14.2K	Hold	144	–	–	﹤0.01%	425
2023 Q2	$14.7K	Hold	144	–	–	﹤0.01%	435
2023 Q1	$16.2K	Sell	144 -9	-6%	-$993	﹤0.01%	418
2022 Q4	$14.3K	Sell	153 -1	-0.6%	-$95	﹤0.01%	450
2022 Q3	$12K	Hold	154	–	–	﹤0.01%	489
2022 Q2	$11K	Buy	154 +1	+0.7%	+$102	﹤0.01%	499
2022 Q1	$18K	Sell	153 -1	-0.6%	-$133	﹤0.01%	415
2021 Q4	$25K	Hold	154	–	–	0.01%	393
2021 Q3	$23K	Hold	154	–	–	0.01%	394
2021 Q2	$24K	Buy	154 +1	+0.7%	+$147	0.01%	385
2021 Q1	$21	Hold	153	–	–	0.01%	388
2020 Q4	$20K	Hold	153	–	–	0.01%	378
2020 Q3	$14K	Hold	153	–	–	0.01%	408
2020 Q2	$12K	Hold	153	–	–	﹤0.01%	420
2020 Q1	$8K	Hold	153	–	–	﹤0.01%	456
2019 Q4	$15K	Buy	+153	New	+$14K	0.01%	406

Other funds holding APTV

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Aptiv (APTV) position steady in Q4 2024 at 144 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Sugarloaf Wealth Management first reported a position in APTV in Q4 2019 and has held it in 21 quarters since. The position peaked at $25K in Q4 2021. 600 funds tracked by Wall St. Rank hold APTV as of Q4 2024.

Sugarloaf Wealth Management held 144 shares of Aptiv worth $8.71K as of Q4 2024.
Sugarloaf Wealth Management left its Aptiv share count unchanged in Q4 2024.
Aptiv made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #520 holding.
Sugarloaf Wealth Management first reported a position in Aptiv in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Aptiv position peaked at $25K in Q4 2021.
600 funds tracked by Wall St. Rank held Aptiv as of Q4 2024.

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