SWM
FLO icon

Sugarloaf Wealth Management’s Flowers Foods FLO Stock Holding History

Sugarloaf Wealth Management’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$11.8K Buy
573
+6
+1% +$132 ﹤0.01% 475
2024
Q3 		$13.1K Buy
+567
New +$12.9K ﹤0.01% 470

Other funds holding FLO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Flowers Foods (FLO) stake by 1.1% in Q4 2024, buying an estimated $132 and bringing the position to 573 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Sugarloaf Wealth Management first reported a position in FLO in Q3 2024 and has held it in 2 quarters since. The position peaked at $13.1K in Q3 2024. 392 funds tracked by Wall St. Rank hold FLO as of Q4 2024.

  • Sugarloaf Wealth Management held 573 shares of Flowers Foods worth $11.8K as of Q4 2024.
  • Sugarloaf Wealth Management bought 6 Flowers Foods shares in Q4 2024, an estimated $132.
  • Flowers Foods made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #475 holding.
  • Sugarloaf Wealth Management first reported a position in Flowers Foods in Q3 2024 and has held it in 2 quarters since.
  • Sugarloaf Wealth Management's Flowers Foods position peaked at $13.1K in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2024.

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