Sugarloaf Wealth Management’s DXC Technology DXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.24K	Hold	62	–	–	﹤0.01%	643
2024 Q3	$1.29K	Hold	62	–	–	﹤0.01%	630
2024 Q2	$1.18K	Hold	62	–	–	﹤0.01%	607
2024 Q1	$1.31K	Hold	62	–	–	﹤0.01%	613
2023 Q4	$1.42K	Hold	62	–	–	﹤0.01%	616
2023 Q3	$1.29K	Hold	62	–	–	﹤0.01%	618
2023 Q2	$1.66K	Hold	62	–	–	﹤0.01%	628
2023 Q1	$1.58K	Hold	62	–	–	﹤0.01%	629
2022 Q4	$1.64K	Hold	62	–	–	﹤0.01%	683
2022 Q3	$2K	Sell	62 -9	-13%	-$247	﹤0.01%	702
2022 Q2	$2K	Buy	71 +9	+15%	+$279	﹤0.01%	693
2022 Q1	$2K	Hold	62	–	–	﹤0.01%	636
2021 Q4	$2K	Hold	62	–	–	﹤0.01%	666
2021 Q3	$2K	Hold	62	–	–	﹤0.01%	681
2021 Q2	$2K	Sell	62 -17	-22%	-$607	﹤0.01%	674
2021 Q1	$2	Hold	79	–	–	﹤0.01%	669
2020 Q4	$2K	Hold	79	–	–	﹤0.01%	631
2020 Q3	$1K	Hold	79	–	–	﹤0.01%	635
2020 Q2	$1K	Hold	79	–	–	﹤0.01%	630
2020 Q1	$1K	Hold	79	–	–	﹤0.01%	639
2019 Q4	$3K	Buy	+79	New	+$2.58K	﹤0.01%	597

Other funds holding DXC

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Sugarloaf Wealth Management held its DXC Technology (DXC) position steady in Q4 2024 at 62 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

Sugarloaf Wealth Management first reported a position in DXC in Q4 2019 and has held it in 21 quarters since. The position peaked at $3K in Q4 2019. 430 funds tracked by Wall St. Rank hold DXC as of Q4 2024.

Sugarloaf Wealth Management held 62 shares of DXC Technology worth $1.24K as of Q4 2024.
Sugarloaf Wealth Management left its DXC Technology share count unchanged in Q4 2024.
DXC Technology made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #643 holding.
Sugarloaf Wealth Management first reported a position in DXC Technology in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's DXC Technology position peaked at $3K in Q4 2019.
430 funds tracked by Wall St. Rank held DXC Technology as of Q4 2024.

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