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Sugarloaf Wealth Management’s Gilead Sciences GILD Stock Holding History

Sugarloaf Wealth Management’s Portfolio GILD Stock Details GILD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$64.9K Buy
703
+48
+7% +$4.32K 0.01% 274
2024
Q3 		$54.9K Hold
655
– – 0.01% 296
2024
Q2 		$44.9K Hold
655
– – 0.01% 303
2024
Q1 		$48K Hold
655
– – 0.01% 294
2023
Q4 		$53.1K Sell
655
-926
-59% -$72.1K 0.01% 281
2023
Q3 		$118K Buy
1,581
+9
+0.6% +$692 0.03% 190
2023
Q2 		$121K Buy
1,572
+10
+0.6% +$798 0.03% 187
2023
Q1 		$130K Sell
1,562
-23
-1% -$1.91K 0.03% 177
2022
Q4 		$136K Buy
1,585
+31
+2% +$2.46K 0.03% 165
2022
Q3 		$96K Sell
1,554
-113
-7% -$7.13K 0.02% 196
2022
Q2 		$103K Buy
1,667
+11
+0.7% +$681 0.03% 182
2022
Q1 		$98K Buy
1,656
+10
+0.6% +$639 0.02% 192
2021
Q4 		$119K Sell
1,646
-215
-12% -$14.8K 0.03% 180
2021
Q3 		$130K Sell
1,861
-60
-3% -$4.21K 0.03% 161
2021
Q2 		$132K Buy
1,921
+144
+8% +$9.62K 0.04% 154
2021
Q1 		$115 Sell
1,777
-397
-18% -$25.6K 0.03% 169
2020
Q4 		$127K Sell
2,174
-174
-7% -$10.5K 0.04% 154
2020
Q3 		$148K Buy
2,348
+3
+0.1% +$208 0.05% 128
2020
Q2 		$180K Buy
2,345
+62
+3% +$4.75K 0.07% 117
2020
Q1 		$171K Buy
2,283
+12
+0.5% +$829 0.08% 111
2019
Q4 		$148K Buy
+2,271
New +$148K 0.06% 143

Other funds holding GILD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Gilead Sciences (GILD) stake by 7.3% in Q4 2024, buying an estimated $4.32K and bringing the position to 703 shares worth $64.9K. The position accounts for 0.01% of the portfolio, ranked #274.

Sugarloaf Wealth Management first reported a position in GILD in Q4 2019 and has held it in 21 quarters since. The position peaked at $180K in Q2 2020. 1,887 funds tracked by Wall St. Rank hold GILD as of Q4 2024.

  • Sugarloaf Wealth Management held 703 shares of Gilead Sciences worth $64.9K as of Q4 2024.
  • Sugarloaf Wealth Management bought 48 Gilead Sciences shares in Q4 2024, an estimated $4.32K.
  • Gilead Sciences made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #274 holding.
  • Sugarloaf Wealth Management first reported a position in Gilead Sciences in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Gilead Sciences position peaked at $180K in Q2 2020.
  • 1,887 funds tracked by Wall St. Rank held Gilead Sciences as of Q4 2024.

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