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Sugarloaf Wealth Management’s Cisco CSCO Stock Holding History

Sugarloaf Wealth Management’s Portfolio CSCO Stock Details CSCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$143K Buy
2,419
+2
+0.1% +$114 0.03% 203
2024
Q3 		$129K Buy
2,417
+2
+0.1% +$97 0.02% 217
2024
Q2 		$115K Buy
2,415
+1
+0% +$47 0.02% 217
2024
Q1 		$120K Buy
2,414
+2
+0.1% +$100 0.03% 212
2023
Q4 		$122K Sell
2,412
-61
-2% -$3.12K 0.03% 201
2023
Q3 		$133K Sell
2,473
-192
-7% -$10.4K 0.03% 185
2023
Q2 		$138K Sell
2,665
-1,059
-28% -$52.1K 0.03% 178
2023
Q1 		$195K Sell
3,724
-530
-12% -$25.9K 0.05% 134
2022
Q4 		$203K Buy
4,254
+7
+0.2% +$319 0.05% 126
2022
Q3 		$170K Sell
4,247
-439
-9% -$19.5K 0.04% 138
2022
Q2 		$200K Buy
4,686
+266
+6% +$12.7K 0.05% 120
2022
Q1 		$246K Sell
4,420
-220
-5% -$12.4K 0.06% 106
2021
Q4 		$294K Buy
4,640
+237
+5% +$13.5K 0.07% 105
2021
Q3 		$240K Buy
4,403
+9
+0.2% +$505 0.06% 110
2021
Q2 		$233K Buy
4,394
+9
+0.2% +$473 0.06% 111
2021
Q1 		$227 Buy
4,385
+1,003
+30% +$47.1K 0.07% 110
2020
Q4 		$151K Buy
3,382
+2
+0.1% +$82 0.05% 134
2020
Q3 		$133K Buy
3,380
+2
+0.1% +$87 0.05% 138
2020
Q2 		$158K Buy
3,378
+2
+0.1% +$88 0.06% 126
2020
Q1 		$133K Sell
3,376
-198
-6% -$8.69K 0.06% 132
2019
Q4 		$164K Buy
+3,574
New +$166K 0.07% 128

Other funds holding CSCO

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Sugarloaf Wealth Management increased its Cisco (CSCO) stake by 0.08% in Q4 2024, buying an estimated $114 and bringing the position to 2,419 shares worth $143K. The position accounts for 0.03% of the portfolio, ranked #203.

Sugarloaf Wealth Management first reported a position in CSCO in Q4 2019 and has held it in 21 quarters since. The position peaked at $294K in Q4 2021. 3,359 funds tracked by Wall St. Rank hold CSCO as of Q4 2024.

  • Sugarloaf Wealth Management held 2,419 shares of Cisco worth $143K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 Cisco shares in Q4 2024, an estimated $114.
  • Cisco made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #203 holding.
  • Sugarloaf Wealth Management first reported a position in Cisco in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Cisco position peaked at $294K in Q4 2021.
  • 3,359 funds tracked by Wall St. Rank held Cisco as of Q4 2024.

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