SWM
LGO

Sugarloaf Wealth Management’s Largo LGO Stock Holding History

Sugarloaf Wealth Management’s Portfolio LGO Stock Details LGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-400
Closed -$3K – 828
2022
Q3 		$3K Hold
400
– – ﹤0.01% 672
2022
Q2 		$3K Buy
+400
New +$3.64K ﹤0.01% 662
2021
Q4 		– Sell
-1,400
Closed -$15K – 764
2021
Q3 		$15K Buy
+1,400
New +$19.7K ﹤0.01% 478

Other funds holding LGO

ARC
Arias Resource Capital George Town, Grand Cayman, Cayman Islands $58.6M AUM 26.15% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $174B AUM 30.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Sugarloaf Wealth Management's LGO Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Largo (LGO) in Q4 2022, closing a stake of 400 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in LGO in Q3 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 47 funds tracked by Wall St. Rank hold LGO as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Largo position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 400 Largo shares in Q4 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in Largo in Q3 2021 and held it in 3 quarters.
  • Sugarloaf Wealth Management's Largo position peaked at $15K in Q3 2021.
  • 47 funds tracked by Wall St. Rank held Largo as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.