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Sugarloaf Wealth Management’s ASML ASML Stock Holding History

Sugarloaf Wealth Management’s Portfolio ASML Stock Details ASML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$25.6K Buy
37
+4
+12% +$2.87K ﹤0.01% 378
2024
Q3 		$27.5K Hold
33
– – 0.01% 370
2024
Q2 		$33.8K Hold
33
– – 0.01% 336
2024
Q1 		$32K Hold
33
– – 0.01% 345
2023
Q4 		$25K Hold
33
– – 0.01% 362
2023
Q3 		$19.4K Sell
33
-2
-6% -$1.33K ﹤0.01% 387
2023
Q2 		$25.2K Buy
35
+1
+3% +$680 0.01% 363
2023
Q1 		$23.7K Sell
34
-123
-78% -$79K 0.01% 375
2022
Q4 		$85.7K Sell
157
-1
-0.6% -$524 0.02% 215
2022
Q3 		$66K Buy
158
+4
+3% +$2K 0.02% 251
2022
Q2 		$0 Buy
154
+27
+21% +$15.1K ﹤0.01% 776
2022
Q1 		$85K Buy
127
+23
+22% +$15.4K 0.02% 210
2021
Q4 		$82K Buy
104
+44
+73% +$35K 0.02% 221
2021
Q3 		$45K Buy
60
+16
+36% +$12.6K 0.01% 283
2021
Q2 		$30K Buy
44
+11
+33% +$7.25K 0.01% 353
2021
Q1 		$20 Hold
33
– – 0.01% 398
2020
Q4 		$16K Hold
33
– – 0.01% 417
2020
Q3 		$12K Hold
33
– – ﹤0.01% 429
2020
Q2 		$12K Hold
33
– – ﹤0.01% 421
2020
Q1 		$9K Hold
33
– – ﹤0.01% 439
2019
Q4 		$10K Buy
+33
New +$8.91K ﹤0.01% 462

Other funds holding ASML

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its ASML (ASML) stake by 12% in Q4 2024, buying an estimated $2.87K and bringing the position to 37 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Sugarloaf Wealth Management first reported a position in ASML in Q4 2019 and has held it in 21 quarters since. The position peaked at $85.7K in Q4 2022. 1,607 funds tracked by Wall St. Rank hold ASML as of Q4 2024.

  • Sugarloaf Wealth Management held 37 shares of ASML worth $25.6K as of Q4 2024.
  • Sugarloaf Wealth Management bought 4 ASML shares in Q4 2024, an estimated $2.87K.
  • ASML made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #378 holding.
  • Sugarloaf Wealth Management first reported a position in ASML in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's ASML position peaked at $85.7K in Q4 2022.
  • 1,607 funds tracked by Wall St. Rank held ASML as of Q4 2024.

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