Sugarloaf Wealth Management’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$37.8K	Hold	78	–	–	0.01%	332
2024 Q3	$39.5K	Hold	78	–	–	0.01%	328
2024 Q2	$35K	Hold	78	–	–	0.01%	332
2024 Q1	$37.2K	Hold	78	–	–	0.01%	325
2023 Q4	$35.2K	Hold	78	–	–	0.01%	322
2023 Q3	$26.8K	Hold	78	–	–	0.01%	354
2023 Q2	$27.3K	Hold	78	–	–	0.01%	354
2023 Q1	$25.4K	Hold	78	–	–	0.01%	365
2022 Q4	$26.2K	Hold	78	–	–	0.01%	372
2022 Q3	$22K	Hold	78	–	–	0.01%	409
2022 Q2	$19K	Hold	78	–	–	﹤0.01%	421
2022 Q1	$23K	Hold	78	–	–	0.01%	388
2021 Q4	$26K	Hold	78	–	–	0.01%	388
2021 Q3	$24K	Hold	78	–	–	0.01%	389
2021 Q2	$19K	Hold	78	–	–	0.01%	421
2021 Q1	$14	Hold	78	–	–	﹤0.01%	468
2020 Q4	$12K	Hold	78	–	–	﹤0.01%	462
2020 Q3	$10K	Hold	78	–	–	﹤0.01%	452
2020 Q2	$9K	Hold	78	–	–	﹤0.01%	460
2020 Q1	$8K	Hold	78	–	–	﹤0.01%	461
2019 Q4	$12K	Buy	+78	New	+$11.9K	0.01%	447

Other funds holding IT

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Gartner (IT) position steady in Q4 2024 at 78 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #332.

Sugarloaf Wealth Management first reported a position in IT in Q4 2019 and has held it in 21 quarters since. The position peaked at $39.5K in Q3 2024. 952 funds tracked by Wall St. Rank hold IT as of Q4 2024.

Sugarloaf Wealth Management held 78 shares of Gartner worth $37.8K as of Q4 2024.
Sugarloaf Wealth Management left its Gartner share count unchanged in Q4 2024.
Gartner made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #332 holding.
Sugarloaf Wealth Management first reported a position in Gartner in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Gartner position peaked at $39.5K in Q3 2024.
952 funds tracked by Wall St. Rank held Gartner as of Q4 2024.

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