Sugarloaf Wealth Management’s Campbell Soup CPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$11.3K	Hold	271	–	–	﹤0.01%	481
2024 Q3	$13.3K	Hold	271	–	–	﹤0.01%	468
2024 Q2	$12.2K	Hold	271	–	–	﹤0.01%	454
2024 Q1	$12K	Hold	271	–	–	﹤0.01%	464
2023 Q4	$11.7K	Hold	271	–	–	﹤0.01%	471
2023 Q3	$11.1K	Hold	271	–	–	﹤0.01%	451
2023 Q2	$12.4K	Hold	271	–	–	﹤0.01%	447
2023 Q1	$14.9K	Hold	271	–	–	﹤0.01%	429
2022 Q4	$15.4K	Hold	271	–	–	﹤0.01%	442
2022 Q3	$13K	Hold	271	–	–	﹤0.01%	475
2022 Q2	$13K	Hold	271	–	–	﹤0.01%	479
2022 Q1	$12K	Hold	271	–	–	﹤0.01%	472
2021 Q4	$12K	Sell	271 -228	-46%	-$9.49K	﹤0.01%	487
2021 Q3	$21K	Buy	499 +228	+84%	+$9.9K	0.01%	412
2021 Q2	$12K	Hold	271	–	–	﹤0.01%	472
2021 Q1	$14	Hold	271	–	–	﹤0.01%	465
2020 Q4	$13K	Hold	271	–	–	﹤0.01%	452
2020 Q3	$13K	Hold	271	–	–	﹤0.01%	421
2020 Q2	$13K	Hold	271	–	–	0.01%	411
2020 Q1	$13K	Hold	271	–	–	0.01%	396
2019 Q4	$13K	Buy	+271	New	+$12.8K	0.01%	432

Other funds holding CPB

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

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

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

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Brandywine Trust Hockessin, Delaware $552M AUM 5.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Campbell Soup (CPB) position steady in Q4 2024 at 271 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Sugarloaf Wealth Management first reported a position in CPB in Q4 2019 and has held it in 21 quarters since. The position peaked at $21K in Q3 2021. 630 funds tracked by Wall St. Rank hold CPB as of Q4 2024.

Sugarloaf Wealth Management held 271 shares of Campbell Soup worth $11.3K as of Q4 2024.
Sugarloaf Wealth Management left its Campbell Soup share count unchanged in Q4 2024.
Campbell Soup made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #481 holding.
Sugarloaf Wealth Management first reported a position in Campbell Soup in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Campbell Soup position peaked at $21K in Q3 2021.
630 funds tracked by Wall St. Rank held Campbell Soup as of Q4 2024.

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