Sugarloaf Wealth Management’s Barrick Mining B Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$82.9K	Buy	5,347 +28	+0.5%	+$509	0.02%	240
2024 Q3	$106K	Buy	5,319 +22	+0.4%	+$419	0.02%	233
2024 Q2	$88.4K	Buy	5,297 +27	+0.5%	+$458	0.02%	240
2024 Q1	$87.7K	Buy	5,270 +5,245	+20,980%	+$82K	0.02%	238
2023 Q4	$457	Sell	25 -5,191	-100%	-$85.2K	﹤0.01%	649
2023 Q3	$75.9K	Buy	5,216 +26	+0.5%	+$426	0.02%	237
2023 Q2	$87.9K	Sell	5,190 -173	-3%	-$3.15K	0.02%	220
2023 Q1	$99.6K	Buy	5,363 +25	+0.5%	+$449	0.02%	199
2022 Q4	$91.7K	Buy	5,338 +238	+5%	+$3.79K	0.02%	207
2022 Q3	$80K	Buy	5,100 +56	+1%	+$884	0.02%	218
2022 Q2	$89K	Buy	5,044 +44	+0.9%	+$955	0.02%	206
2022 Q1	$123K	Hold	5,000	–	–	0.03%	169
2021 Q4	$95K	Buy	5,000 +1,000	+25%	+$19K	0.02%	208
2021 Q3	$72K	Hold	4,000	–	–	0.02%	225
2021 Q2	$83K	Hold	4,000	–	–	0.02%	211
2021 Q1	$79	Buy	4,000 +3,599	+898%	+$77.6K	0.02%	218
2020 Q4	$91K	Buy	+401	New	+$10.2K	0.03%	186
2020 Q3	–	Sell	-4,000	Closed	-$108K	–	694
2020 Q2	$108K	Hold	4,000	–	–	0.04%	156
2020 Q1	$73K	Hold	4,000	–	–	0.03%	176
2019 Q4	$74K	Buy	+4,000	New	+$68.7K	0.03%	211

Other funds holding B

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Barrick Mining (B) stake by 0.53% in Q4 2024, buying an estimated $509 and bringing the position to 5,347 shares worth $82.9K. The position accounts for 0.02% of the portfolio, ranked #240.

Sugarloaf Wealth Management first reported a position in B in Q4 2019 and has held it in 20 quarters since. The position peaked at $123K in Q1 2022. 732 funds tracked by Wall St. Rank hold B as of Q4 2024.

Sugarloaf Wealth Management held 5,347 shares of Barrick Mining worth $82.9K as of Q4 2024.
Sugarloaf Wealth Management bought 28 Barrick Mining shares in Q4 2024, an estimated $509.
Barrick Mining made up 0.02% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #240 holding.
Sugarloaf Wealth Management first reported a position in Barrick Mining in Q4 2019 and has held it in 20 quarters since.
Sugarloaf Wealth Management's Barrick Mining position peaked at $123K in Q1 2022.
732 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2024.

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