Sugarloaf Wealth Management’s ING ING Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.56K	Hold	227	–	–	﹤0.01%	596
2024 Q3	$4.12K	Hold	227	–	–	﹤0.01%	584
2024 Q2	$3.89K	Hold	227	–	–	﹤0.01%	550
2024 Q1	$3.74K	Hold	227	–	–	﹤0.01%	557
2023 Q4	$3.41K	Hold	227	–	–	﹤0.01%	571
2023 Q3	$2.99K	Hold	227	–	–	﹤0.01%	573
2023 Q2	$3.06K	Hold	227	–	–	﹤0.01%	584
2023 Q1	$2.69K	Hold	227	–	–	﹤0.01%	595
2022 Q4	$2.76K	Hold	227	–	–	﹤0.01%	641
2022 Q3	$2K	Hold	227	–	–	﹤0.01%	713
2022 Q2	$2K	Hold	227	–	–	﹤0.01%	701
2022 Q1	$2K	Hold	227	–	–	﹤0.01%	644
2021 Q4	$3K	Hold	227	–	–	﹤0.01%	639
2021 Q3	$3K	Hold	227	–	–	﹤0.01%	657
2021 Q2	$3K	Hold	227	–	–	﹤0.01%	646
2021 Q1	$3	Hold	227	–	–	﹤0.01%	636
2020 Q4	$2K	Hold	227	–	–	﹤0.01%	640
2020 Q3	$2K	Hold	227	–	–	﹤0.01%	615
2020 Q2	$2K	Hold	227	–	–	﹤0.01%	606
2020 Q1	$1K	Hold	227	–	–	﹤0.01%	651
2019 Q4	$3K	Buy	+227	New	+$2.6K	﹤0.01%	603

Other funds holding ING

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Sugarloaf Wealth Management held its ING (ING) position steady in Q4 2024 at 227 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Sugarloaf Wealth Management first reported a position in ING in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.12K in Q3 2024. 424 funds tracked by Wall St. Rank hold ING as of Q4 2024.

Sugarloaf Wealth Management held 227 shares of ING worth $3.56K as of Q4 2024.
Sugarloaf Wealth Management left its ING share count unchanged in Q4 2024.
ING made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #596 holding.
Sugarloaf Wealth Management first reported a position in ING in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's ING position peaked at $4.12K in Q3 2024.
424 funds tracked by Wall St. Rank held ING as of Q4 2024.

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