Sugarloaf Wealth Management’s Dolby DLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8	Closed	-$564	–	727
2022 Q4	$564	Buy	+8	New	+$551	﹤0.01%	729

Other funds holding DLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Dolby (DLB) in Q1 2023, closing a stake of 8 shares — an estimated $564 sold.

Sugarloaf Wealth Management first reported a position in DLB in Q4 2022 and held it in 1 quarter. The position peaked at $564 in Q4 2022. 413 funds tracked by Wall St. Rank hold DLB as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Dolby position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 8 Dolby shares in Q1 2023, an estimated $564.
Sugarloaf Wealth Management first reported a position in Dolby in Q4 2022 and held it in 1 quarter.
Sugarloaf Wealth Management's Dolby position peaked at $564 in Q4 2022.
413 funds tracked by Wall St. Rank held Dolby as of Q1 2023.

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