SWM
MD icon

Sugarloaf Wealth Management’s Pediatrix Medical MD Stock Holding History

Sugarloaf Wealth Management’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-76
Closed -$2K – 770
2020
Q4 		$2K Hold
76
– – ﹤0.01% 643
2020
Q3 		$1K Hold
76
– – ﹤0.01% 644
2020
Q2 		$1K Hold
76
– – ﹤0.01% 645
2020
Q1 		$1K Hold
76
– – ﹤0.01% 656
2019
Q4 		$2K Buy
+76
New +$1.91K ﹤0.01% 638

Other funds holding MD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Sugarloaf Wealth Management's MD Position: Q1 2021 in Review

Sugarloaf Wealth Management sold out of Pediatrix Medical (MD) in Q1 2021, closing a stake of 76 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in MD in Q4 2019 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 207 funds tracked by Wall St. Rank hold MD as of Q1 2021.

  • Sugarloaf Wealth Management reported no remaining Pediatrix Medical position as of Q1 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 76 Pediatrix Medical shares in Q1 2021, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Pediatrix Medical in Q4 2019 and held it in 5 quarters.
  • Sugarloaf Wealth Management's Pediatrix Medical position peaked at $2K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Pediatrix Medical as of Q1 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2021, filed 19 Apr 2021.