Sugarloaf Wealth Management’s Emcore Corp EMKR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$450	Hold	150	–	–	﹤0.01%	663
2024 Q3	$332	Hold	150	–	–	﹤0.01%	653
2024 Q2	$177	Hold	150	–	–	﹤0.01%	644
2024 Q1	$518	Hold	150	–	–	﹤0.01%	642
2023 Q4	$734	Sell	150 -100	-40%	-$443	﹤0.01%	639
2023 Q3	$1.19K	Hold	250	–	–	﹤0.01%	620
2023 Q2	$1.88K	Hold	250	–	–	﹤0.01%	620
2023 Q1	$2.88K	Hold	250	–	–	﹤0.01%	590
2022 Q4	$2.41K	Hold	250	–	–	﹤0.01%	655
2022 Q3	$5K	Hold	250	–	–	﹤0.01%	635
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	554
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	504
2021 Q4	$17K	Hold	250	–	–	﹤0.01%	454
2021 Q3	$19K	Hold	250	–	–	0.01%	440
2021 Q2	$23K	Sell	250 -115	-32%	-$9.29K	0.01%	399
2021 Q1	$20	Hold	365	–	–	0.01%	411
2020 Q4	$20K	Hold	365	–	–	0.01%	388
2020 Q3	$12K	Hold	365	–	–	﹤0.01%	442
2020 Q2	$12K	Hold	365	–	–	﹤0.01%	432
2020 Q1	$8K	Hold	365	–	–	﹤0.01%	472
2019 Q4	$11K	Buy	+365	New	+$11K	﹤0.01%	461

Other funds holding EMKR

BCM

Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return

GLAM

Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

OAM

Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Emcore Corp (EMKR) position steady in Q4 2024 at 150 shares worth $450. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Sugarloaf Wealth Management first reported a position in EMKR in Q4 2019 and has held it in 21 quarters since. The position peaked at $23K in Q2 2021. 36 funds tracked by Wall St. Rank hold EMKR as of Q4 2024.

Sugarloaf Wealth Management held 150 shares of Emcore Corp worth $450 as of Q4 2024.
Sugarloaf Wealth Management left its Emcore Corp share count unchanged in Q4 2024.
Emcore Corp made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #663 holding.
Sugarloaf Wealth Management first reported a position in Emcore Corp in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Emcore Corp position peaked at $23K in Q2 2021.
36 funds tracked by Wall St. Rank held Emcore Corp as of Q4 2024.

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