SWM
FITB

Sugarloaf Wealth Management’s Fifth Third Bancorp FITB Stock Holding History

Sugarloaf Wealth Management’s Portfolio FITB Stock Details FITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$276K Sell
6,536
-95
-1% -$4.26K 0.05% 130
2024
Q3 		$284K Hold
6,631
– – 0.05% 125
2024
Q2 		$242K Hold
6,631
– – 0.05% 125
2024
Q1 		$247K Hold
6,631
– – 0.05% 126
2023
Q4 		$229K Sell
6,631
-80
-1% -$2.22K 0.06% 126
2023
Q3 		$170K Sell
6,711
-1,243
-16% -$33.5K 0.04% 148
2023
Q2 		$208K Sell
7,954
-1,496
-16% -$38.6K 0.05% 131
2023
Q1 		$252K Buy
9,450
+2,739
+41% +$91K 0.06% 113
2022
Q4 		$220K Sell
6,711
-64,465
-91% -$2.2M 0.06% 119
2022
Q3 		$2.27M Sell
71,176
-509
-0.7% -$17.5K 0.58% 24
2022
Q2 		$2.41M Sell
71,685
-8,458
-11% -$318K 0.6% 21
2022
Q1 		$3.45M Buy
80,143
+424
+0.5% +$19.8K 0.82% 17
2021
Q4 		$3.47M Sell
79,719
-3,025
-4% -$132K 0.82% 15
2021
Q3 		$3.51M Buy
82,744
+254
+0.3% +$9.73K 0.92% 14
2021
Q2 		$3.15M Buy
82,490
+217
+0.3% +$8.68K 0.86% 13
2021
Q1 		$3.08K Sell
82,273
-2,383
-3% -$80.8K 0.92% 15
2020
Q4 		$2.33M Sell
84,656
-132
-0.2% -$3.33K 0.78% 19
2020
Q3 		$1.81M Buy
84,788
+2,139
+3% +$43.1K 0.66% 24
2020
Q2 		$1.59M Buy
82,649
+1,138
+1% +$21.1K 0.61% 26
2020
Q1 		$1.21M Buy
81,511
+602
+0.7% +$15K 0.54% 25
2019
Q4 		$2.49M Buy
+80,909
New +$2.37M 1.06% 19

Other funds holding FITB

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Sugarloaf Wealth Management reduced its Fifth Third Bancorp (FITB) stake by 1.4% in Q4 2024, selling an estimated $4.26K and leaving 6,536 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #130.

Sugarloaf Wealth Management first reported a position in FITB in Q4 2019 and has held it in 21 quarters since. The position peaked at $3.51M in Q3 2021. 1,032 funds tracked by Wall St. Rank hold FITB as of Q4 2024.

  • Sugarloaf Wealth Management held 6,536 shares of Fifth Third Bancorp worth $276K as of Q4 2024.
  • Sugarloaf Wealth Management sold 95 Fifth Third Bancorp shares in Q4 2024, an estimated $4.26K.
  • Fifth Third Bancorp made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #130 holding.
  • Sugarloaf Wealth Management first reported a position in Fifth Third Bancorp in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Fifth Third Bancorp position peaked at $3.51M in Q3 2021.
  • 1,032 funds tracked by Wall St. Rank held Fifth Third Bancorp as of Q4 2024.

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