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Sugarloaf Wealth Management’s Harmonic Inc HLIT Stock Holding History

Sugarloaf Wealth Management’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-115
Closed -$1.68K – 697
2024
Q3 		$1.68K Hold
115
– – ﹤0.01% 624
2024
Q2 		$1.35K Hold
115
– – ﹤0.01% 603
2024
Q1 		$1.55K Hold
115
– – ﹤0.01% 604
2023
Q4 		$1.5K Hold
115
– – ﹤0.01% 615
2023
Q3 		$1.11K Hold
115
– – ﹤0.01% 621
2023
Q2 		$1.86K Hold
115
– – ﹤0.01% 621
2023
Q1 		$1.68K Hold
115
– – ﹤0.01% 626
2022
Q4 		$1.51K Hold
115
– – ﹤0.01% 688
2022
Q3 		$2K Hold
115
– – ﹤0.01% 710
2022
Q2 		$1K Hold
115
– – ﹤0.01% 739
2022
Q1 		$1K Hold
115
– – ﹤0.01% 679
2021
Q4 		$1K Hold
115
– – ﹤0.01% 712
2021
Q3 		$1K Hold
115
– – ﹤0.01% 722
2021
Q2 		$1K Hold
115
– – ﹤0.01% 716
2021
Q1 		$1 Hold
115
– – ﹤0.01% 709
2020
Q4 		$1K Buy
+115
New +$756 ﹤0.01% 675
2020
Q3 		– Sell
-115
Closed -$1K – 696
2020
Q2 		$1K Hold
115
– – ﹤0.01% 637
2020
Q1 		$1K Hold
115
– – ﹤0.01% 649
2019
Q4 		$1K Buy
+115
New +$859 ﹤0.01% 667

Other funds holding HLIT

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Harmonic Inc (HLIT) in Q4 2024, closing a stake of 115 shares — an estimated $1.68K sold.

Sugarloaf Wealth Management first reported a position in HLIT in Q4 2019 and held it in 19 quarters. The position peaked at $2K in Q3 2022. 231 funds tracked by Wall St. Rank hold HLIT as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Harmonic Inc position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 115 Harmonic Inc shares in Q4 2024, an estimated $1.68K.
  • Sugarloaf Wealth Management first reported a position in Harmonic Inc in Q4 2019 and held it in 19 quarters.
  • Sugarloaf Wealth Management's Harmonic Inc position peaked at $2K in Q3 2022.
  • 231 funds tracked by Wall St. Rank held Harmonic Inc as of Q4 2024.

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