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Sugarloaf Wealth Management’s Las Vegas Sands LVS Stock Holding History

Sugarloaf Wealth Management’s Portfolio LVS Stock Details LVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$20K Buy
390
+2
+0.5% +$104 ﹤0.01% 405
2024
Q3 		$19.5K Buy
388
+2
+0.5% +$82 ﹤0.01% 417
2024
Q2 		$17.1K Buy
386
+1
+0.3% +$47 ﹤0.01% 420
2024
Q1 		$19.9K Buy
385
+2
+0.5% +$103 ﹤0.01% 402
2023
Q4 		$18.9K Buy
383
+1
+0.3% +$47 ﹤0.01% 405
2023
Q3 		$17.5K Buy
382
+2
+0.5% +$108 ﹤0.01% 393
2023
Q2 		$22.1K Hold
380
– – 0.01% 377
2023
Q1 		$21.8K Hold
380
– – 0.01% 382
2022
Q4 		$18.3K Sell
380
-1
-0.3% -$42 ﹤0.01% 417
2022
Q3 		$15K Hold
381
– – ﹤0.01% 458
2022
Q2 		$13K Sell
381
-349
-48% -$12.1K ﹤0.01% 483
2022
Q1 		$28K Sell
730
-201
-22% -$8.34K 0.01% 359
2021
Q4 		$35K Buy
931
+350
+60% +$13.5K 0.01% 343
2021
Q3 		$21K Hold
581
– – 0.01% 413
2021
Q2 		$31K Buy
581
+1
+0.2% +$58 0.01% 345
2021
Q1 		$35 Buy
580
+200
+53% +$11.7K 0.01% 327
2020
Q4 		$23K Hold
380
– – 0.01% 356
2020
Q3 		$18K Hold
380
– – 0.01% 374
2020
Q2 		$17K Buy
380
+99
+35% +$4.65K 0.01% 377
2020
Q1 		$12K Buy
281
+5
+2% +$303 0.01% 409
2019
Q4 		$19K Buy
+276
New +$17.2K 0.01% 377

Other funds holding LVS

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management increased its Las Vegas Sands (LVS) stake by 0.52% in Q4 2024, buying an estimated $104 and bringing the position to 390 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Sugarloaf Wealth Management first reported a position in LVS in Q4 2019 and has held it in 21 quarters since. The position peaked at $35K in Q4 2021. 631 funds tracked by Wall St. Rank hold LVS as of Q4 2024.

  • Sugarloaf Wealth Management held 390 shares of Las Vegas Sands worth $20K as of Q4 2024.
  • Sugarloaf Wealth Management bought 2 Las Vegas Sands shares in Q4 2024, an estimated $104.
  • Las Vegas Sands made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #405 holding.
  • Sugarloaf Wealth Management first reported a position in Las Vegas Sands in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Las Vegas Sands position peaked at $35K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Las Vegas Sands as of Q4 2024.

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