SWM
DEA

Sugarloaf Wealth Management’s Easterly Government Properties DEA Stock Holding History

Sugarloaf Wealth Management’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-370
Closed -$13.2K – 726
2022
Q4 		$13.2K Buy
370
+119
+47% +$4.63K ﹤0.01% 461
2022
Q3 		$11K Buy
251
+81
+48% +$3.75K ﹤0.01% 508
2022
Q2 		$8K Buy
170
+18
+12% +$877 ﹤0.01% 547
2022
Q1 		$8K Buy
+152
New +$8.07K ﹤0.01% 507

Other funds holding DEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Sugarloaf Wealth Management's DEA Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Easterly Government Properties (DEA) in Q1 2023, closing a stake of 370 shares — an estimated $13.2K sold.

Sugarloaf Wealth Management first reported a position in DEA in Q1 2022 and held it in 4 quarters. The position peaked at $13.2K in Q4 2022. 250 funds tracked by Wall St. Rank hold DEA as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Easterly Government Properties position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 370 Easterly Government Properties shares in Q1 2023, an estimated $13.2K.
  • Sugarloaf Wealth Management first reported a position in Easterly Government Properties in Q1 2022 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Easterly Government Properties position peaked at $13.2K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Easterly Government Properties as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.