Sugarloaf Wealth Management’s Cirrus Logic CRUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-13	Closed	-$1.61K	–	693
2024 Q3	$1.61K	Hold	13	–	–	﹤0.01%	625
2024 Q2	$1.66K	Hold	13	–	–	﹤0.01%	596
2024 Q1	$1.2K	Hold	13	–	–	﹤0.01%	618
2023 Q4	$1.08K	Hold	13	–	–	﹤0.01%	628
2023 Q3	$961	Hold	13	–	–	﹤0.01%	629
2023 Q2	$1.05K	Hold	13	–	–	﹤0.01%	638
2023 Q1	$1.42K	Hold	13	–	–	﹤0.01%	633
2022 Q4	$968	Hold	13	–	–	﹤0.01%	708
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	756
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	732
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	673
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	704
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	714
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	708
2021 Q1	$1	Hold	13	–	–	﹤0.01%	703
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	670
2020 Q3	$1K	Hold	13	–	–	﹤0.01%	634
2020 Q2	$1K	Hold	13	–	–	﹤0.01%	629
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	636
2019 Q4	$1K	Buy	+13	New	+$881	﹤0.01%	662

Other funds holding CRUS

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Cirrus Logic (CRUS) in Q4 2024, closing a stake of 13 shares — an estimated $1.61K sold.

Sugarloaf Wealth Management first reported a position in CRUS in Q4 2019 and held it in 20 quarters. The position peaked at $1.66K in Q2 2024. 428 funds tracked by Wall St. Rank hold CRUS as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Cirrus Logic position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 13 Cirrus Logic shares in Q4 2024, an estimated $1.61K.
Sugarloaf Wealth Management first reported a position in Cirrus Logic in Q4 2019 and held it in 20 quarters.
Sugarloaf Wealth Management's Cirrus Logic position peaked at $1.66K in Q2 2024.
428 funds tracked by Wall St. Rank held Cirrus Logic as of Q4 2024.

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