Sugarloaf Wealth Management’s Blackbaud BLKB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$5.99K	Hold	81	–	–	﹤0.01%	557
2024 Q3	$6.86K	Hold	81	–	–	﹤0.01%	536
2024 Q2	$6.17K	Hold	81	–	–	﹤0.01%	517
2024 Q1	$6K	Hold	81	–	–	﹤0.01%	524
2023 Q4	$7.02K	Hold	81	–	–	﹤0.01%	520
2023 Q3	$5.7K	Hold	81	–	–	﹤0.01%	523
2023 Q2	$5.77K	Hold	81	–	–	﹤0.01%	535
2023 Q1	$5.61K	Hold	81	–	–	﹤0.01%	538
2022 Q4	$4.77K	Hold	81	–	–	﹤0.01%	584
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	639
2022 Q2	$5K	Hold	81	–	–	﹤0.01%	599
2022 Q1	$5K	Hold	81	–	–	﹤0.01%	560
2021 Q4	$6K	Hold	81	–	–	﹤0.01%	566
2021 Q3	$6K	Hold	81	–	–	﹤0.01%	580
2021 Q2	$6K	Hold	81	–	–	﹤0.01%	577
2021 Q1	$6	Hold	81	–	–	﹤0.01%	561
2020 Q4	$5K	Hold	81	–	–	﹤0.01%	547
2020 Q3	$5K	Hold	81	–	–	﹤0.01%	510
2020 Q2	$5K	Hold	81	–	–	﹤0.01%	512
2020 Q1	$4K	Hold	81	–	–	﹤0.01%	525
2019 Q4	$6K	Buy	+81	New	+$6.78K	﹤0.01%	507

Other funds holding BLKB

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Blackbaud (BLKB) position steady in Q4 2024 at 81 shares worth $5.99K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Sugarloaf Wealth Management first reported a position in BLKB in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.02K in Q4 2023. 277 funds tracked by Wall St. Rank hold BLKB as of Q4 2024.

Sugarloaf Wealth Management held 81 shares of Blackbaud worth $5.99K as of Q4 2024.
Sugarloaf Wealth Management left its Blackbaud share count unchanged in Q4 2024.
Blackbaud made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #557 holding.
Sugarloaf Wealth Management first reported a position in Blackbaud in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Blackbaud position peaked at $7.02K in Q4 2023.
277 funds tracked by Wall St. Rank held Blackbaud as of Q4 2024.

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