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Sugarloaf Wealth Management’s Alphabet (Google) Class A GOOGL Stock Holding History

Sugarloaf Wealth Management’s Portfolio GOOGL Stock Details GOOGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$788K Buy
4,163
+107
+3% +$18.7K 0.15% 67
2024
Q3 		$673K Sell
4,056
-21,658
-84% -$3.63M 0.13% 75
2024
Q2 		$4.68M Sell
25,714
-100
-0.4% -$16.9K 0.95% 17
2024
Q1 		$3.9M Buy
25,814
+1,187
+5% +$170K 0.81% 20
2023
Q4 		$3.44M Buy
24,627
+588
+2% +$79K 0.83% 19
2023
Q3 		$3.15M Sell
24,039
-3,668
-13% -$474K 0.8% 17
2023
Q2 		$3.32M Sell
27,707
-490
-2% -$56.4K 0.78% 15
2023
Q1 		$2.92M Buy
28,197
+1,085
+4% +$104K 0.72% 18
2022
Q4 		$2.39M Buy
27,112
+6,459
+31% +$614K 0.6% 23
2022
Q3 		$1.98M Buy
20,653
+1,473
+8% +$163K 0.51% 33
2022
Q2 		$2.09M Buy
19,180
+3,080
+19% +$363K 0.52% 31
2022
Q1 		$2.26M Buy
16,100
+1,340
+9% +$182K 0.53% 30
2021
Q4 		$2.14M Buy
14,760
+1,080
+8% +$156K 0.51% 33
2021
Q3 		$1.83M Sell
13,680
-2,420
-15% -$329K 0.48% 33
2021
Q2 		$1.96M Buy
16,100
+14,260
+775% +$1.67M 0.54% 28
2021
Q1 		$1.68K Sell
1,840
-16,340
-90% -$1.61M 0.5% 27
2020
Q4 		$1.59M Buy
18,180
+440
+2% +$37K 0.53% 31
2020
Q3 		$1.3M Buy
17,740
+16,720
+1,639% +$1.27M 0.47% 33
2020
Q2 		$72K Hold
1,020
– – 0.03% 191
2020
Q1 		$59K Sell
1,020
-540
-35% -$36.6K 0.03% 204
2019
Q4 		$104K Buy
+1,560
New +$101K 0.04% 179

Other funds holding GOOGL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Alphabet (Google) Class A (GOOGL) stake by 2.6% in Q4 2024, buying an estimated $18.7K and bringing the position to 4,163 shares worth $788K. The position accounts for 0.15% of the portfolio, ranked #67.

Sugarloaf Wealth Management first reported a position in GOOGL in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.68M in Q2 2024. 5,014 funds tracked by Wall St. Rank hold GOOGL as of Q4 2024.

  • Sugarloaf Wealth Management held 4,163 shares of Alphabet (Google) Class A worth $788K as of Q4 2024.
  • Sugarloaf Wealth Management bought 107 Alphabet (Google) Class A shares in Q4 2024, an estimated $18.7K.
  • Alphabet (Google) Class A made up 0.15% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Sugarloaf Wealth Management first reported a position in Alphabet (Google) Class A in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Alphabet (Google) Class A position peaked at $4.68M in Q2 2024.
  • 5,014 funds tracked by Wall St. Rank held Alphabet (Google) Class A as of Q4 2024.

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