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Sugarloaf Wealth Management’s Equinix EQIX Stock Holding History

Sugarloaf Wealth Management’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$37.8K Hold
40
– – 0.01% 331
2024
Q3 		$35.5K Buy
40
+20
+100% +$16.4K 0.01% 343
2024
Q2 		$15.1K Hold
20
– – ﹤0.01% 436
2024
Q1 		$16.5K Hold
20
– – ﹤0.01% 432
2023
Q4 		$16.1K Hold
20
– – ﹤0.01% 427
2023
Q3 		$14.5K Hold
20
– – ﹤0.01% 421
2023
Q2 		$15.7K Hold
20
– – ﹤0.01% 421
2023
Q1 		$14.4K Sell
20
-4
-17% -$2.82K ﹤0.01% 434
2022
Q4 		$15.7K Buy
24
+4
+20% +$2.47K ﹤0.01% 439
2022
Q3 		$12K Hold
20
– – ﹤0.01% 495
2022
Q2 		$13K Hold
20
– – ﹤0.01% 480
2022
Q1 		$15K Hold
20
– – ﹤0.01% 447
2021
Q4 		$17K Hold
20
– – ﹤0.01% 445
2021
Q3 		$16K Hold
20
– – ﹤0.01% 460
2021
Q2 		$16K Hold
20
– – ﹤0.01% 448
2021
Q1 		$14 Hold
20
– – ﹤0.01% 466
2020
Q4 		$14K Hold
20
– – ﹤0.01% 443
2020
Q3 		$15K Hold
20
– – 0.01% 398
2020
Q2 		$14K Hold
20
– – 0.01% 402
2020
Q1 		$12K Hold
20
– – 0.01% 406
2019
Q4 		$12K Buy
+20
New +$11.2K 0.01% 446

Other funds holding EQIX

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Equinix (EQIX) position steady in Q4 2024 at 40 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #331.

Sugarloaf Wealth Management first reported a position in EQIX in Q4 2019 and has held it in 21 quarters since. 1,188 funds tracked by Wall St. Rank hold EQIX as of Q4 2024.

  • Sugarloaf Wealth Management held 40 shares of Equinix worth $37.8K as of Q4 2024.
  • Sugarloaf Wealth Management left its Equinix share count unchanged in Q4 2024.
  • Equinix made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #331 holding.
  • Sugarloaf Wealth Management first reported a position in Equinix in Q4 2019 and has held it in 21 quarters since.
  • 1,188 funds tracked by Wall St. Rank held Equinix as of Q4 2024.

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