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Sugarloaf Wealth Management’s Cintas CTAS Stock Holding History

Sugarloaf Wealth Management’s Portfolio CTAS Stock Details CTAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$213K Buy
1,165
+80
+7% +$16.8K 0.04% 154
2024
Q3 		$223K Buy
1,085
+85
+9% +$16.4K 0.04% 150
2024
Q2 		$175K Hold
1,000
– – 0.04% 160
2024
Q1 		$172K Buy
1,000
+92
+10% +$14.2K 0.04% 172
2023
Q4 		$137K Buy
908
+48
+6% +$6.43K 0.03% 189
2023
Q3 		$103K Buy
860
+240
+39% +$29.9K 0.03% 208
2023
Q2 		$77.1K Buy
620
+144
+30% +$16.9K 0.02% 238
2023
Q1 		$55.1K Buy
+476
New +$52.5K 0.01% 275

Other funds holding CTAS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Cintas (CTAS) stake by 7.4% in Q4 2024, buying an estimated $16.8K and bringing the position to 1,165 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #154.

Sugarloaf Wealth Management first reported a position in CTAS in Q1 2023 and has held it in 8 quarters since. The position peaked at $223K in Q3 2024. 1,388 funds tracked by Wall St. Rank hold CTAS as of Q4 2024.

  • Sugarloaf Wealth Management held 1,165 shares of Cintas worth $213K as of Q4 2024.
  • Sugarloaf Wealth Management bought 80 Cintas shares in Q4 2024, an estimated $16.8K.
  • Cintas made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #154 holding.
  • Sugarloaf Wealth Management first reported a position in Cintas in Q1 2023 and has held it in 8 quarters since.
  • Sugarloaf Wealth Management's Cintas position peaked at $223K in Q3 2024.
  • 1,388 funds tracked by Wall St. Rank held Cintas as of Q4 2024.

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