Sugarloaf Wealth Management’s Genuine Parts GPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$641K	Hold	467,048	–	–	0.12%	77
2024 Q3	$675K	Hold	467,048	–	–	0.13%	73
2024 Q2	$673K	Buy	467,048 +153,981	+49%	+$23M	0.14%	73
2024 Q1	$544K	Hold	313,067	–	–	0.11%	76
2023 Q4	$519K	Hold	313,067	–	–	0.13%	80
2023 Q3	$528K	Hold	313,067	–	–	0.13%	77
2023 Q2	$565K	Hold	313,067	–	–	0.13%	78
2023 Q1	$563K	Hold	313,067	–	–	0.14%	73
2022 Q4	$572K	Buy	313,067 +311,567	+20,771%	+$54.2M	0.14%	69
2022 Q3	$224K	Hold	1,500	–	–	0.06%	112
2022 Q2	$200K	Hold	1,500	–	–	0.05%	121
2022 Q1	$189K	Hold	1,500	–	–	0.04%	126
2021 Q4	$210K	Hold	1,500	–	–	0.05%	122
2021 Q3	$182K	Hold	1,500	–	–	0.05%	131
2021 Q2	$190K	Hold	1,500	–	–	0.05%	131
2021 Q1	$173	Hold	1,500	–	–	0.05%	135
2020 Q4	$151K	Hold	1,500	–	–	0.05%	135
2020 Q3	$143K	Hold	1,500	–	–	0.05%	134
2020 Q2	$130K	Hold	1,500	–	–	0.05%	140
2020 Q1	$101K	Sell	1,500 -57	-4%	-$5.07K	0.05%	153
2019 Q4	$165K	Buy	+1,557	New	+$160K	0.07%	127

Other funds holding GPC

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Genuine Parts (GPC) position steady in Q4 2024 at 467,048 shares worth $641K. The position accounts for 0.12% of the portfolio, ranked #77.

Sugarloaf Wealth Management first reported a position in GPC in Q4 2019 and has held it in 21 quarters since. The position peaked at $675K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold GPC as of Q4 2024.

Sugarloaf Wealth Management held 467,048 shares of Genuine Parts worth $641K as of Q4 2024.
Sugarloaf Wealth Management left its Genuine Parts share count unchanged in Q4 2024.
Genuine Parts made up 0.12% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #77 holding.
Sugarloaf Wealth Management first reported a position in Genuine Parts in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Genuine Parts position peaked at $675K in Q3 2024.
1,084 funds tracked by Wall St. Rank held Genuine Parts as of Q4 2024.

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