Sugarloaf Wealth Management’s Equinor EQNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17.3K	Hold	731	–	–	﹤0.01%	421
2024 Q3	$18.5K	Hold	731	–	–	﹤0.01%	425
2024 Q2	$20.9K	Buy	731 +13	+2%	+$363	﹤0.01%	389
2024 Q1	$19.4K	Buy	718 +19	+3%	+$521	﹤0.01%	407
2023 Q4	$22.1K	Buy	699 +14	+2%	+$453	0.01%	387
2023 Q3	$22.4K	Buy	685 +15	+2%	+$465	0.01%	371
2023 Q2	$19.6K	Buy	670 +17	+3%	+$484	﹤0.01%	390
2023 Q1	$18.6K	Buy	653 +14	+2%	+$422	﹤0.01%	400
2022 Q4	$22.9K	Buy	639 +8	+1%	+$287	0.01%	387
2022 Q3	$21K	Buy	+631	New	+$22.8K	0.01%	418

Other funds holding EQNR

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Equinor (EQNR) position steady in Q4 2024 at 731 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Sugarloaf Wealth Management first reported a position in EQNR in Q3 2022 and has held it in 10 quarters since. The position peaked at $22.9K in Q4 2022. 310 funds tracked by Wall St. Rank hold EQNR as of Q4 2024.

Sugarloaf Wealth Management held 731 shares of Equinor worth $17.3K as of Q4 2024.
Sugarloaf Wealth Management left its Equinor share count unchanged in Q4 2024.
Equinor made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #421 holding.
Sugarloaf Wealth Management first reported a position in Equinor in Q3 2022 and has held it in 10 quarters since.
Sugarloaf Wealth Management's Equinor position peaked at $22.9K in Q4 2022.
310 funds tracked by Wall St. Rank held Equinor as of Q4 2024.

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