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Sugarloaf Wealth Management’s DuPont de Nemours DD Stock Holding History

Sugarloaf Wealth Management’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$15.3K Hold
159
– – ﹤0.01% 441
2024
Q3 		$17.8K Sell
159
-82
-34% -$8.35K ﹤0.01% 429
2024
Q2 		$24.4K Sell
241
-201
-45% -$19.7K ﹤0.01% 374
2024
Q1 		$42.6K Hold
442
– – 0.01% 314
2023
Q4 		$42.7K Sell
442
-47
-10% -$4.27K 0.01% 299
2023
Q3 		$45.8K Buy
489
+1
+0.2% +$94 0.01% 294
2023
Q2 		$43.8K Hold
488
– – 0.01% 305
2023
Q1 		$44K Hold
488
– – 0.01% 309
2022
Q4 		$42.1K Sell
488
-180
-27% -$14.4K 0.01% 307
2022
Q3 		$43K Buy
668
+180
+37% +$12.8K 0.01% 305
2022
Q2 		$34K Hold
488
– – 0.01% 345
2022
Q1 		$45K Hold
488
– – 0.01% 294
2021
Q4 		$49K Hold
488
– – 0.01% 296
2021
Q3 		$42K Hold
488
– – 0.01% 299
2021
Q2 		$47K Buy
488
+1
+0.2% +$100 0.01% 275
2021
Q1 		$47 Hold
487
– – 0.01% 278
2020
Q4 		$43K Hold
487
– – 0.01% 267
2020
Q3 		$34K Sell
487
-103
-17% -$7.22K 0.01% 281
2020
Q2 		$39K Sell
590
-168
-22% -$9.81K 0.02% 270
2020
Q1 		$32K Sell
758
-178
-19% -$10.9K 0.01% 273
2019
Q4 		$72K Buy
+936
New +$77.7K 0.03% 214

Other funds holding DD

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sugarloaf Wealth Management held its DuPont de Nemours (DD) position steady in Q4 2024 at 159 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Sugarloaf Wealth Management first reported a position in DD in Q4 2019 and has held it in 21 quarters since. The position peaked at $72K in Q4 2019. 1,414 funds tracked by Wall St. Rank hold DD as of Q4 2024.

  • Sugarloaf Wealth Management held 159 shares of DuPont de Nemours worth $15.3K as of Q4 2024.
  • Sugarloaf Wealth Management left its DuPont de Nemours share count unchanged in Q4 2024.
  • DuPont de Nemours made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #441 holding.
  • Sugarloaf Wealth Management first reported a position in DuPont de Nemours in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's DuPont de Nemours position peaked at $72K in Q4 2019.
  • 1,414 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2024.

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