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Sugarloaf Wealth Management’s Leslie's LESL Stock Holding History

Sugarloaf Wealth Management’s Portfolio LESL Stock Details LESL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$33 Hold
1
– – ﹤0.01% 685
2024
Q3 		$47 Hold
1
– – ﹤0.01% 670
2024
Q2 		$63 Hold
1
– – ﹤0.01% 658
2024
Q1 		$98 Hold
1
– – ﹤0.01% 664
2023
Q4 		$104 Hold
1
– – ﹤0.01% 673
2023
Q3 		$85 Hold
1
– – ﹤0.01% 671
2023
Q2 		$141 Hold
1
– – ﹤0.01% 675
2023
Q1 		$165 Hold
1
– – ﹤0.01% 680
2022
Q4 		$183 Hold
1
– – ﹤0.01% 760
2022
Q3 		$1K Hold
1
– – ﹤0.01% 777
2022
Q2 		$0 Buy
+1
New +$373 ﹤0.01% 807

Other funds holding LESL

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $451M AUM 17.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Leslie's (LESL) position steady in Q4 2024 at 1 share worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Sugarloaf Wealth Management first reported a position in LESL in Q2 2022 and has held it in 11 quarters since. The position peaked at $1K in Q3 2022. 209 funds tracked by Wall St. Rank hold LESL as of Q4 2024.

  • Sugarloaf Wealth Management held 1 share of Leslie's worth $33 as of Q4 2024.
  • Sugarloaf Wealth Management left its Leslie's share count unchanged in Q4 2024.
  • Leslie's made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #685 holding.
  • Sugarloaf Wealth Management first reported a position in Leslie's in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Leslie's position peaked at $1K in Q3 2022.
  • 209 funds tracked by Wall St. Rank held Leslie's as of Q4 2024.

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