Sugarloaf Wealth Management’s Elastic ESTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9	Closed	-$1K	–	810
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	761
2022 Q2	$73K	Hold	9	–	–	0.02%	229
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	676
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	707
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	717
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	712
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	706
2020 Q4	$1K	Buy	+9	New	+$1.11K	﹤0.01%	672

Other funds holding ESTC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Sugarloaf Wealth Management's ESTC Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Elastic (ESTC) in Q4 2022, closing a stake of 9 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in ESTC in Q4 2020 and held it in 8 quarters. The position peaked at $73K in Q2 2022. 323 funds tracked by Wall St. Rank hold ESTC as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Elastic position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 9 Elastic shares in Q4 2022, an estimated $1K.
Sugarloaf Wealth Management first reported a position in Elastic in Q4 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Elastic position peaked at $73K in Q2 2022.
323 funds tracked by Wall St. Rank held Elastic as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.