Sugarloaf Wealth Management’s The Gap Inc GAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$2.36K	Hold	100	–	–	﹤0.01%	624
2024 Q3	$2.21K	Hold	100	–	–	﹤0.01%	616
2024 Q2	$2.39K	Hold	100	–	–	﹤0.01%	578
2024 Q1	$2.75K	Hold	100	–	–	﹤0.01%	576
2023 Q4	$2.09K	Hold	100	–	–	﹤0.01%	597
2023 Q3	$1.06K	Hold	100	–	–	﹤0.01%	623
2023 Q2	$893	Hold	100	–	–	﹤0.01%	642
2023 Q1	$1K	Hold	100	–	–	﹤0.01%	641
2022 Q4	$1.13K	Hold	100	–	–	﹤0.01%	704
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	816
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	769
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	705
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	694
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	701
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	662
2021 Q1	$3	Hold	100	–	–	﹤0.01%	655
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	658
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	626
2020 Q2	$1K	Hold	100	–	–	﹤0.01%	657
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	667
2019 Q4	$2K	Buy	+100	New	+$1.7K	﹤0.01%	651

Other funds holding GAP

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

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

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

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

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

Sugarloaf Wealth Management held its The Gap Inc (GAP) position steady in Q4 2024 at 100 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Sugarloaf Wealth Management first reported a position in GAP in Q4 2019 and has held it in 21 quarters since. The position peaked at $3K in Q2 2021. 464 funds tracked by Wall St. Rank hold GAP as of Q4 2024.

Sugarloaf Wealth Management held 100 shares of The Gap Inc worth $2.36K as of Q4 2024.
Sugarloaf Wealth Management left its The Gap Inc share count unchanged in Q4 2024.
The Gap Inc made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #624 holding.
Sugarloaf Wealth Management first reported a position in The Gap Inc in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's The Gap Inc position peaked at $3K in Q2 2021.
464 funds tracked by Wall St. Rank held The Gap Inc as of Q4 2024.

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