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Sugarloaf Wealth Management’s Alphabet (Google) Class C GOOG Stock Holding History

Sugarloaf Wealth Management’s Portfolio GOOG Stock Details GOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$253K Buy
1,327
+15
+1% +$2.65K 0.05% 140
2024
Q3 		$219K Sell
1,312
-53
-4% -$8.97K 0.04% 154
2024
Q2 		$250K Buy
1,365
+1
+0.1% +$170 0.05% 123
2024
Q1 		$208K Hold
1,364
– – 0.04% 142
2023
Q4 		$192K Sell
1,364
-110
-7% -$14.9K 0.05% 141
2023
Q3 		$194K Sell
1,474
-18
-1% -$2.34K 0.05% 131
2023
Q2 		$180K Buy
1,492
+60
+4% +$6.95K 0.04% 147
2023
Q1 		$149K Sell
1,432
-428
-23% -$41.3K 0.04% 162
2022
Q4 		$165K Sell
1,860
-660
-26% -$63K 0.04% 148
2022
Q3 		$243K Buy
2,520
+420
+20% +$46.9K 0.06% 109
2022
Q2 		$230K Buy
2,100
+180
+9% +$21.3K 0.06% 109
2022
Q1 		$268K Hold
1,920
– – 0.06% 100
2021
Q4 		$278K Hold
1,920
– – 0.07% 108
2021
Q3 		$256K Sell
1,920
-40
-2% -$5.51K 0.07% 107
2021
Q2 		$246K Sell
1,960
-14,300
-88% -$1.7M 0.07% 108
2021
Q1 		$190 Buy
16,260
+14,420
+784% +$1.43M 0.06% 129
2020
Q4 		$161K Hold
1,840
– – 0.05% 127
2020
Q3 		$135K Sell
1,840
-100
-5% -$7.63K 0.05% 137
2020
Q2 		$137K Sell
1,940
-80
-4% -$5.4K 0.05% 137
2020
Q1 		$117K Buy
2,020
+200
+11% +$13.6K 0.05% 142
2019
Q4 		$123K Buy
+1,820
New +$117K 0.05% 155

Other funds holding GOOG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Alphabet (Google) Class C (GOOG) stake by 1.1% in Q4 2024, buying an estimated $2.65K and bringing the position to 1,327 shares worth $253K. The position accounts for 0.05% of the portfolio, ranked #140.

Sugarloaf Wealth Management first reported a position in GOOG in Q4 2019 and has held it in 21 quarters since. The position peaked at $278K in Q4 2021. 4,521 funds tracked by Wall St. Rank hold GOOG as of Q4 2024.

  • Sugarloaf Wealth Management held 1,327 shares of Alphabet (Google) Class C worth $253K as of Q4 2024.
  • Sugarloaf Wealth Management bought 15 Alphabet (Google) Class C shares in Q4 2024, an estimated $2.65K.
  • Alphabet (Google) Class C made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #140 holding.
  • Sugarloaf Wealth Management first reported a position in Alphabet (Google) Class C in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Alphabet (Google) Class C position peaked at $278K in Q4 2021.
  • 4,521 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q4 2024.

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