Sugarloaf Wealth Management’s Genpact G Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.48K	Hold	81	–	–	﹤0.01%	597
2024 Q3	$3.18K	Hold	81	–	–	﹤0.01%	597
2024 Q2	$2.61K	Hold	81	–	–	﹤0.01%	573
2024 Q1	$2.67K	Hold	81	–	–	﹤0.01%	579
2023 Q4	$2.81K	Hold	81	–	–	﹤0.01%	582
2023 Q3	$2.93K	Hold	81	–	–	﹤0.01%	576
2023 Q2	$3.04K	Hold	81	–	–	﹤0.01%	585
2023 Q1	$3.74K	Hold	81	–	–	﹤0.01%	571
2022 Q4	$3.75K	Hold	81	–	–	﹤0.01%	613
2022 Q3	$4K	Hold	81	–	–	﹤0.01%	646
2022 Q2	$4K	Hold	81	–	–	﹤0.01%	632
2022 Q1	$4K	Hold	81	–	–	﹤0.01%	590
2021 Q4	$4K	Hold	81	–	–	﹤0.01%	615
2021 Q3	$4K	Hold	81	–	–	﹤0.01%	629
2021 Q2	$4K	Hold	81	–	–	﹤0.01%	620
2021 Q1	$3	Hold	81	–	–	﹤0.01%	635
2020 Q4	$3K	Hold	81	–	–	﹤0.01%	599
2020 Q3	$3K	Hold	81	–	–	﹤0.01%	571
2020 Q2	$3K	Hold	81	–	–	﹤0.01%	567
2020 Q1	$2K	Hold	81	–	–	﹤0.01%	594
2019 Q4	$3K	Buy	+81	New	+$3.24K	﹤0.01%	598

Other funds holding G

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Genpact (G) position steady in Q4 2024 at 81 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Sugarloaf Wealth Management first reported a position in G in Q4 2019 and has held it in 21 quarters since. The position peaked at $4K in Q3 2022. 420 funds tracked by Wall St. Rank hold G as of Q4 2024.

Sugarloaf Wealth Management held 81 shares of Genpact worth $3.48K as of Q4 2024.
Sugarloaf Wealth Management left its Genpact share count unchanged in Q4 2024.
Genpact made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #597 holding.
Sugarloaf Wealth Management first reported a position in Genpact in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Genpact position peaked at $4K in Q3 2022.
420 funds tracked by Wall St. Rank held Genpact as of Q4 2024.

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