Sugarloaf Wealth Management’s Ciena CIEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$30.3K	Hold	357	–	–	0.01%	355
2024 Q3	$22K	Hold	357	–	–	﹤0.01%	401
2024 Q2	$17.2K	Hold	357	–	–	﹤0.01%	419
2024 Q1	$17.7K	Hold	357	–	–	﹤0.01%	421
2023 Q4	$16.1K	Hold	357	–	–	﹤0.01%	429
2023 Q3	$16.9K	Hold	357	–	–	﹤0.01%	400
2023 Q2	$15.2K	Hold	357	–	–	﹤0.01%	429
2023 Q1	$18.8K	Hold	357	–	–	﹤0.01%	399
2022 Q4	$18.2K	Hold	357	–	–	﹤0.01%	418
2022 Q3	$15K	Hold	357	–	–	﹤0.01%	456
2022 Q2	$16K	Hold	357	–	–	﹤0.01%	447
2022 Q1	$22K	Hold	357	–	–	0.01%	390
2021 Q4	$27K	Hold	357	–	–	0.01%	381
2021 Q3	$18K	Hold	357	–	–	﹤0.01%	442
2021 Q2	$20K	Hold	357	–	–	0.01%	413
2021 Q1	$20	Hold	357	–	–	0.01%	401
2020 Q4	$19K	Buy	+357	New	+$15.9K	0.01%	389

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Ciena (CIEN) position steady in Q4 2024 at 357 shares worth $30.3K. The position accounts for 0.01% of the portfolio, ranked #355.

Sugarloaf Wealth Management first reported a position in CIEN in Q4 2020 and has held it in 17 quarters since. 534 funds tracked by Wall St. Rank hold CIEN as of Q4 2024.

Sugarloaf Wealth Management held 357 shares of Ciena worth $30.3K as of Q4 2024.
Sugarloaf Wealth Management left its Ciena share count unchanged in Q4 2024.
Ciena made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #355 holding.
Sugarloaf Wealth Management first reported a position in Ciena in Q4 2020 and has held it in 17 quarters since.
534 funds tracked by Wall St. Rank held Ciena as of Q4 2024.

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