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Sugarloaf Wealth Management’s Conagra Brands CAG Stock Holding History

Sugarloaf Wealth Management’s Portfolio CAG Stock Details CAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$27.6K Hold
994
– – 0.01% 367
2024
Q3 		$32.3K Hold
994
– – 0.01% 351
2024
Q2 		$28.2K Hold
994
– – 0.01% 352
2024
Q1 		$29.5K Hold
994
– – 0.01% 355
2023
Q4 		$28.5K Hold
994
– – 0.01% 349
2023
Q3 		$27.3K Hold
994
– – 0.01% 353
2023
Q2 		$33.5K Hold
994
– – 0.01% 333
2023
Q1 		$37.3K Hold
994
– – 0.01% 324
2022
Q4 		$38.5K Hold
994
– – 0.01% 321
2022
Q3 		$33K Hold
994
– – 0.01% 349
2022
Q2 		$34K Hold
994
– – 0.01% 344
2022
Q1 		$33K Hold
994
– – 0.01% 332
2021
Q4 		$34K Sell
994
-282
-22% -$9.24K 0.01% 350
2021
Q3 		$43K Buy
1,276
+282
+28% +$9.54K 0.01% 293
2021
Q2 		$36K Hold
994
– – 0.01% 323
2021
Q1 		$37 Hold
994
– – 0.01% 311
2020
Q4 		$36K Sell
994
-140
-12% -$5.08K 0.01% 289
2020
Q3 		$40K Hold
1,134
– – 0.01% 258
2020
Q2 		$40K Hold
1,134
– – 0.02% 268
2020
Q1 		$33K Hold
1,134
– – 0.01% 267
2019
Q4 		$39K Buy
+1,134
New +$32.9K 0.02% 277

Other funds holding CAG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Conagra Brands (CAG) position steady in Q4 2024 at 994 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #367.

Sugarloaf Wealth Management first reported a position in CAG in Q4 2019 and has held it in 21 quarters since. The position peaked at $43K in Q3 2021. 849 funds tracked by Wall St. Rank hold CAG as of Q4 2024.

  • Sugarloaf Wealth Management held 994 shares of Conagra Brands worth $27.6K as of Q4 2024.
  • Sugarloaf Wealth Management left its Conagra Brands share count unchanged in Q4 2024.
  • Conagra Brands made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #367 holding.
  • Sugarloaf Wealth Management first reported a position in Conagra Brands in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Conagra Brands position peaked at $43K in Q3 2021.
  • 849 funds tracked by Wall St. Rank held Conagra Brands as of Q4 2024.

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