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Sugarloaf Wealth Management’s Group 1 Automotive GPI Stock Holding History

Sugarloaf Wealth Management’s Portfolio GPI Stock Details GPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$13.5K Hold
32
– – ﹤0.01% 456
2024
Q3 		$12.3K Hold
32
– – ﹤0.01% 479
2024
Q2 		$9.51K Hold
32
– – ﹤0.01% 484
2024
Q1 		$9.35K Hold
32
– – ﹤0.01% 492
2023
Q4 		$9.75K Hold
32
– – ﹤0.01% 490
2023
Q3 		$8.6K Hold
32
– – ﹤0.01% 479
2023
Q2 		$8.26K Hold
32
– – ﹤0.01% 496
2023
Q1 		$7.25K Hold
32
– – ﹤0.01% 508
2022
Q4 		$5.77K Hold
32
– – ﹤0.01% 560
2022
Q3 		$5K Hold
32
– – ﹤0.01% 617
2022
Q2 		$5K Hold
32
– – ﹤0.01% 605
2022
Q1 		$5K Hold
32
– – ﹤0.01% 565
2021
Q4 		$6K Hold
32
– – ﹤0.01% 571
2021
Q3 		$6K Hold
32
– – ﹤0.01% 589
2021
Q2 		$5K Hold
32
– – ﹤0.01% 594
2021
Q1 		$5 Hold
32
– – ﹤0.01% 584
2020
Q4 		$4K Hold
32
– – ﹤0.01% 571
2020
Q3 		$3K Hold
32
– – ﹤0.01% 572
2020
Q2 		$2K Hold
32
– – ﹤0.01% 604
2020
Q1 		$1K Hold
32
– – ﹤0.01% 648
2019
Q4 		$3K Buy
+32
New +$3.16K ﹤0.01% 599

Other funds holding GPI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Group 1 Automotive (GPI) position steady in Q4 2024 at 32 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Sugarloaf Wealth Management first reported a position in GPI in Q4 2019 and has held it in 21 quarters since. 381 funds tracked by Wall St. Rank hold GPI as of Q4 2024.

  • Sugarloaf Wealth Management held 32 shares of Group 1 Automotive worth $13.5K as of Q4 2024.
  • Sugarloaf Wealth Management left its Group 1 Automotive share count unchanged in Q4 2024.
  • Group 1 Automotive made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #456 holding.
  • Sugarloaf Wealth Management first reported a position in Group 1 Automotive in Q4 2019 and has held it in 21 quarters since.
  • 381 funds tracked by Wall St. Rank held Group 1 Automotive as of Q4 2024.

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