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Sugarloaf Wealth Management’s Arrow Electronics ARW Stock Holding History

Sugarloaf Wealth Management’s Portfolio ARW Stock Details ARW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-45
Closed -$5.98K – 689
2024
Q3 		$5.98K Buy
+45
New +$5.7K ﹤0.01% 550

Other funds holding ARW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Arrow Electronics (ARW) in Q4 2024, closing a stake of 45 shares — an estimated $5.98K sold.

Sugarloaf Wealth Management first reported a position in ARW in Q3 2024 and held it in 1 quarter. The position peaked at $5.98K in Q3 2024. 462 funds tracked by Wall St. Rank hold ARW as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Arrow Electronics position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 45 Arrow Electronics shares in Q4 2024, an estimated $5.98K.
  • Sugarloaf Wealth Management first reported a position in Arrow Electronics in Q3 2024 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Arrow Electronics position peaked at $5.98K in Q3 2024.
  • 462 funds tracked by Wall St. Rank held Arrow Electronics as of Q4 2024.

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