Sugarloaf Wealth Management’s Glacier Bancorp GBCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$5.83K	Hold	116	–	–	﹤0.01%	558
2024 Q3	$5.3K	Hold	116	–	–	﹤0.01%	560
2024 Q2	$4.33K	Hold	116	–	–	﹤0.01%	543
2024 Q1	$4.67K	Hold	116	–	–	﹤0.01%	544
2023 Q4	$4.79K	Hold	116	–	–	﹤0.01%	552
2023 Q3	$3.31K	Hold	116	–	–	﹤0.01%	565
2023 Q2	$3.62K	Hold	116	–	–	﹤0.01%	573
2023 Q1	$4.87K	Hold	116	–	–	﹤0.01%	550
2022 Q4	$5.73K	Hold	116	–	–	﹤0.01%	562
2022 Q3	$6K	Hold	116	–	–	﹤0.01%	585
2022 Q2	$6K	Hold	116	–	–	﹤0.01%	584
2022 Q1	$6K	Hold	116	–	–	﹤0.01%	546
2021 Q4	$7K	Hold	116	–	–	﹤0.01%	552
2021 Q3	$6K	Hold	116	–	–	﹤0.01%	588
2021 Q2	$6K	Hold	116	–	–	﹤0.01%	581
2021 Q1	$7	Hold	116	–	–	﹤0.01%	543
2020 Q4	$5K	Hold	116	–	–	﹤0.01%	554
2020 Q3	$4K	Hold	116	–	–	﹤0.01%	540
2020 Q2	$4K	Hold	116	–	–	﹤0.01%	545
2020 Q1	$4K	Hold	116	–	–	﹤0.01%	536
2019 Q4	$5K	Buy	+116	New	+$5.01K	﹤0.01%	540

Other funds holding GBCI

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Glacier Bancorp (GBCI) position steady in Q4 2024 at 116 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Sugarloaf Wealth Management first reported a position in GBCI in Q4 2019 and has held it in 21 quarters since. The position peaked at $7K in Q4 2021. 352 funds tracked by Wall St. Rank hold GBCI as of Q4 2024.

Sugarloaf Wealth Management held 116 shares of Glacier Bancorp worth $5.83K as of Q4 2024.
Sugarloaf Wealth Management left its Glacier Bancorp share count unchanged in Q4 2024.
Glacier Bancorp made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #558 holding.
Sugarloaf Wealth Management first reported a position in Glacier Bancorp in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Glacier Bancorp position peaked at $7K in Q4 2021.
352 funds tracked by Wall St. Rank held Glacier Bancorp as of Q4 2024.

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