Sugarloaf Wealth Management’s ICU Medical ICUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.88K	Hold	25	–	–	﹤0.01%	591
2024 Q3	$4.56K	Hold	25	–	–	﹤0.01%	577
2024 Q2	$2.97K	Hold	25	–	–	﹤0.01%	564
2024 Q1	$2.68K	Hold	25	–	–	﹤0.01%	578
2023 Q4	$2.49K	Hold	25	–	–	﹤0.01%	591
2023 Q3	$2.98K	Hold	25	–	–	﹤0.01%	574
2023 Q2	$4.46K	Hold	25	–	–	﹤0.01%	554
2023 Q1	$4.12K	Hold	25	–	–	﹤0.01%	562
2022 Q4	$3.94K	Hold	25	–	–	﹤0.01%	609
2022 Q3	$4K	Hold	25	–	–	﹤0.01%	649
2022 Q2	$4K	Hold	25	–	–	﹤0.01%	633
2022 Q1	$6K	Hold	25	–	–	﹤0.01%	548
2021 Q4	$6K	Hold	25	–	–	﹤0.01%	572
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	591
2021 Q2	$5K	Hold	25	–	–	﹤0.01%	595
2021 Q1	$5	Hold	25	–	–	﹤0.01%	585
2020 Q4	$5K	Hold	25	–	–	﹤0.01%	555
2020 Q3	$5K	Hold	25	–	–	﹤0.01%	517
2020 Q2	$5K	Hold	25	–	–	﹤0.01%	519
2020 Q1	$5K	Hold	25	–	–	﹤0.01%	506
2019 Q4	$5K	Buy	+25	New	+$4.3K	﹤0.01%	542

Other funds holding ICUI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Sugarloaf Wealth Management held its ICU Medical (ICUI) position steady in Q4 2024 at 25 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #591.

Sugarloaf Wealth Management first reported a position in ICUI in Q4 2019 and has held it in 21 quarters since. The position peaked at $6K in Q1 2022. 286 funds tracked by Wall St. Rank hold ICUI as of Q4 2024.

Sugarloaf Wealth Management held 25 shares of ICU Medical worth $3.88K as of Q4 2024.
Sugarloaf Wealth Management left its ICU Medical share count unchanged in Q4 2024.
ICU Medical made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #591 holding.
Sugarloaf Wealth Management first reported a position in ICU Medical in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's ICU Medical position peaked at $6K in Q1 2022.
286 funds tracked by Wall St. Rank held ICU Medical as of Q4 2024.

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