Sugarloaf Wealth Management’s Keysight KEYS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7	Closed	-$1.11K	–	700
2024 Q3	$1.11K	Hold	7	–	–	﹤0.01%	637
2024 Q2	$957	Hold	7	–	–	﹤0.01%	617
2024 Q1	$1.09K	Hold	7	–	–	﹤0.01%	621
2023 Q4	$1.11K	Hold	7	–	–	﹤0.01%	626
2023 Q3	$926	Hold	7	–	–	﹤0.01%	632
2023 Q2	$1.17K	Hold	7	–	–	﹤0.01%	636
2023 Q1	$1.13K	Hold	7	–	–	﹤0.01%	639
2022 Q4	$1.2K	Hold	7	–	–	﹤0.01%	700
2022 Q3	$2K	Hold	7	–	–	﹤0.01%	716
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	743
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	683
2021 Q4	$1K	Hold	7	–	–	﹤0.01%	715
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	726
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	718
2021 Q1	$1	Hold	7	–	–	﹤0.01%	712
2020 Q4	$1K	Hold	7	–	–	﹤0.01%	679
2020 Q3	$1K	Hold	7	–	–	﹤0.01%	642
2020 Q2	$1K	Hold	7	–	–	﹤0.01%	642
2020 Q1	$1K	Hold	7	–	–	﹤0.01%	655
2019 Q4	$1K	Buy	+7	New	+$716	﹤0.01%	673

Other funds holding KEYS

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Keysight (KEYS) in Q4 2024, closing a stake of 7 shares — an estimated $1.11K sold.

Sugarloaf Wealth Management first reported a position in KEYS in Q4 2019 and held it in 20 quarters. The position peaked at $2K in Q3 2022. 890 funds tracked by Wall St. Rank hold KEYS as of Q4 2024.

Sugarloaf Wealth Management reported no remaining Keysight position as of Q4 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 7 Keysight shares in Q4 2024, an estimated $1.11K.
Sugarloaf Wealth Management first reported a position in Keysight in Q4 2019 and held it in 20 quarters.
Sugarloaf Wealth Management's Keysight position peaked at $2K in Q3 2022.
890 funds tracked by Wall St. Rank held Keysight as of Q4 2024.

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