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Sugarloaf Wealth Management’s AerSale ASLE Stock Holding History

Sugarloaf Wealth Management’s Portfolio ASLE Stock Details ASLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-600
Closed -$9K – 836
2022
Q2 		$9K Hold
600
– – ﹤0.01% 533
2022
Q1 		$9K Hold
600
– – ﹤0.01% 495
2021
Q4 		$11K Hold
600
– – ﹤0.01% 494
2021
Q3 		$10K Hold
600
– – ﹤0.01% 515
2021
Q2 		$7K Hold
600
– – ﹤0.01% 549
2021
Q1 		$7 Buy
600
+500
+500% +$6.42K ﹤0.01% 538
2020
Q4 		$1K Sell
100
-50
-33% -$537 ﹤0.01% 663
2020
Q3 		$2K Buy
+150
New +$1.54K ﹤0.01% 602

Other funds holding ASLE

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LCM
Legato Capital Management San Francisco, California $1.1B AUM 61.65% 1-Year Est. Return

Sugarloaf Wealth Management's ASLE Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of AerSale (ASLE) in Q3 2022, closing a stake of 600 shares — an estimated $9K sold.

Sugarloaf Wealth Management first reported a position in ASLE in Q3 2020 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 112 funds tracked by Wall St. Rank hold ASLE as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining AerSale position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 600 AerSale shares in Q3 2022, an estimated $9K.
  • Sugarloaf Wealth Management first reported a position in AerSale in Q3 2020 and held it in 8 quarters.
  • Sugarloaf Wealth Management's AerSale position peaked at $11K in Q4 2021.
  • 112 funds tracked by Wall St. Rank held AerSale as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.