Sugarloaf Wealth Management’s Kontoor Brands KTB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.16K	Buy	14 +1	+8%	+$86	﹤0.01%	647
2024 Q3	$1.1K	Sell	13 -9	-41%	-$642	﹤0.01%	639
2024 Q2	$1.48K	Hold	22	–	–	﹤0.01%	600
2024 Q1	$1.34K	Hold	22	–	–	﹤0.01%	611
2023 Q4	$1.38K	Hold	22	–	–	﹤0.01%	617
2023 Q3	$968	Hold	22	–	–	﹤0.01%	628
2023 Q2	$922	Buy	22 +1	+5%	+$43	﹤0.01%	641
2023 Q1	$1.05K	Sell	21 -1	-5%	-$47	﹤0.01%	640
2022 Q4	$865	Hold	22	–	–	﹤0.01%	714
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	775
2022 Q2	$1K	Buy	22 +1	+5%	+$39	﹤0.01%	745
2022 Q1	$1K	Sell	21 -1	-5%	-$47	﹤0.01%	685
2021 Q4	$1K	Buy	22 +1	+5%	+$54	﹤0.01%	717
2021 Q3	$1K	Hold	21	–	–	﹤0.01%	728
2021 Q2	$1K	Hold	21	–	–	﹤0.01%	720
2021 Q1	$1	Hold	21	–	–	﹤0.01%	714
2020 Q4	$1K	Hold	21	–	–	﹤0.01%	681
2020 Q3	$0	Hold	21	–	–	﹤0.01%	699
2020 Q2	$1K	Hold	21	–	–	﹤0.01%	643
2020 Q1	$0	Buy	21 +1	+5%	+$36	﹤0.01%	715
2019 Q4	$1K	Buy	+20	New	+$755	﹤0.01%	674

Other funds holding KTB

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Sugarloaf Wealth Management increased its Kontoor Brands (KTB) stake by 7.7% in Q4 2024, buying an estimated $86 and bringing the position to 14 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Sugarloaf Wealth Management first reported a position in KTB in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.48K in Q2 2024. 421 funds tracked by Wall St. Rank hold KTB as of Q4 2024.

Sugarloaf Wealth Management held 14 shares of Kontoor Brands worth $1.16K as of Q4 2024.
Sugarloaf Wealth Management bought 1 Kontoor Brands share in Q4 2024, an estimated $86.
Kontoor Brands made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #647 holding.
Sugarloaf Wealth Management first reported a position in Kontoor Brands in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Kontoor Brands position peaked at $1.48K in Q2 2024.
421 funds tracked by Wall St. Rank held Kontoor Brands as of Q4 2024.

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