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Sugarloaf Wealth Management’s Atlanta Braves Holdings Series A BATRA Stock Holding History

Sugarloaf Wealth Management’s Portfolio BATRA Stock Details BATRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-720
Closed -$21K – 779
2022
Q1 		$21K Hold
720
– – 0.01% 396
2021
Q4 		$21K Buy
720
+20
+3% +$578 0.01% 415
2021
Q3 		$19K Hold
700
– – 0.01% 428
2021
Q2 		$20K Buy
+700
New +$19.5K 0.01% 411

Other funds holding BATRA

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Atlanta Braves Holdings Series A (BATRA) position steady in Q4 2024 at 20 shares worth $816. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Sugarloaf Wealth Management first reported a position in BATRA in Q4 2019 and has held it in 17 quarters since. The position peaked at $18K in Q2 2022. 167 funds tracked by Wall St. Rank hold BATRA as of Q4 2024.

  • Sugarloaf Wealth Management held 20 shares of Atlanta Braves Holdings Series A worth $816 as of Q4 2024.
  • Sugarloaf Wealth Management left its Atlanta Braves Holdings Series A share count unchanged in Q4 2024.
  • Atlanta Braves Holdings Series A made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #659 holding.
  • Sugarloaf Wealth Management first reported a position in Atlanta Braves Holdings Series A in Q4 2019 and has held it in 17 quarters since.
  • Sugarloaf Wealth Management's Atlanta Braves Holdings Series A position peaked at $18K in Q2 2022.
  • 167 funds tracked by Wall St. Rank held Atlanta Braves Holdings Series A as of Q4 2024.

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