Sugarloaf Wealth Management’s ICICI Bank IBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$19.2K	Hold	643	–	–	﹤0.01%	413
2024 Q3	$19.2K	Hold	643	–	–	﹤0.01%	419
2024 Q2	$18.5K	Hold	643	–	–	﹤0.01%	408
2024 Q1	$17K	Hold	643	–	–	﹤0.01%	427
2023 Q4	$15.3K	Hold	643	–	–	﹤0.01%	436
2023 Q3	$14.9K	Hold	643	–	–	﹤0.01%	417
2023 Q2	$14.8K	Hold	643	–	–	﹤0.01%	431
2023 Q1	$13.9K	Hold	643	–	–	﹤0.01%	439
2022 Q4	$14.1K	Hold	643	–	–	﹤0.01%	452
2022 Q3	$14K	Hold	643	–	–	﹤0.01%	466
2022 Q2	$11K	Hold	643	–	–	﹤0.01%	510
2022 Q1	$12K	Hold	643	–	–	﹤0.01%	476
2021 Q4	$13K	Hold	643	–	–	﹤0.01%	481
2021 Q3	$12K	Hold	643	–	–	﹤0.01%	498
2021 Q2	$11K	Hold	643	–	–	﹤0.01%	484
2021 Q1	$10	Hold	643	–	–	﹤0.01%	496
2020 Q4	$10K	Hold	643	–	–	﹤0.01%	476
2020 Q3	$6K	Hold	643	–	–	﹤0.01%	501
2020 Q2	$6K	Hold	643	–	–	﹤0.01%	496
2020 Q1	$5K	Hold	643	–	–	﹤0.01%	505
2019 Q4	$10K	Buy	+643	New	+$8.73K	﹤0.01%	466

Other funds holding IBN

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Sugarloaf Wealth Management held its ICICI Bank (IBN) position steady in Q4 2024 at 643 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Sugarloaf Wealth Management first reported a position in IBN in Q4 2019 and has held it in 21 quarters since. 552 funds tracked by Wall St. Rank hold IBN as of Q4 2024.

Sugarloaf Wealth Management held 643 shares of ICICI Bank worth $19.2K as of Q4 2024.
Sugarloaf Wealth Management left its ICICI Bank share count unchanged in Q4 2024.
ICICI Bank made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #413 holding.
Sugarloaf Wealth Management first reported a position in ICICI Bank in Q4 2019 and has held it in 21 quarters since.
552 funds tracked by Wall St. Rank held ICICI Bank as of Q4 2024.

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