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Sugarloaf Wealth Management’s Liberty Broadband Class C LBRDK Stock Holding History

Sugarloaf Wealth Management’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2
Closed -$153 – 750
2022
Q4 		$153 Buy
+2
New +$163 ﹤0.01% 763

Other funds holding LBRDK

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Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return

Sugarloaf Wealth Management's LBRDK Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Liberty Broadband Class C (LBRDK) in Q1 2023, closing a stake of 2 shares — an estimated $153 sold.

Sugarloaf Wealth Management first reported a position in LBRDK in Q4 2022 and held it in 1 quarter. The position peaked at $153 in Q4 2022. 512 funds tracked by Wall St. Rank hold LBRDK as of Q1 2023.

  • Sugarloaf Wealth Management reported no remaining Liberty Broadband Class C position as of Q1 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2 Liberty Broadband Class C shares in Q1 2023, an estimated $153.
  • Sugarloaf Wealth Management first reported a position in Liberty Broadband Class C in Q4 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Liberty Broadband Class C position peaked at $153 in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.