Sugarloaf Wealth Management’s Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share MFGP Stock Holding History

Sugarloaf Wealth Management’s Portfolio MFGP Stock Details MFGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-81	Closed	-$511	–	799
2022 Q4	$511	Hold	81	–	–	﹤0.01%	731
2022 Q3	$1K	Sell	81 -12	-13%	-$52	﹤0.01%	826
2022 Q2	$0	Buy	93 +12	+15%	+$56	﹤0.01%	854
2022 Q1	$0	Hold	81	–	–	﹤0.01%	787
2021 Q4	$0	Hold	81	–	–	﹤0.01%	800
2021 Q3	$0	Hold	81	–	–	﹤0.01%	823
2021 Q2	$1K	Sell	81 -22	-21%	-$158	﹤0.01%	747
2021 Q1	$1	Hold	103	–	–	﹤0.01%	738
2020 Q4	$6K	Hold	103	–	–	﹤0.01%	543
2020 Q3	$0	Hold	103	–	–	﹤0.01%	750
2020 Q2	$1K	Hold	103	–	–	﹤0.01%	666
2020 Q1	$1K	Sell	103 -369	-78%	-$3.74K	﹤0.01%	675
2019 Q4	$40K	Buy	+472	New	+$6.54K	0.02%	276

Other funds holding MFGP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

NSG

Nalls Sherbakoff Group Knoxville, Tennessee $139M AUM 21.16% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share (MFGP) in Q1 2023, closing a stake of 81 shares — an estimated $511 sold.

Sugarloaf Wealth Management first reported a position in MFGP in Q4 2019 and held it in 13 quarters. The position peaked at $40K in Q4 2019. 6 funds tracked by Wall St. Rank hold MFGP as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 81 Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share shares in Q1 2023, an estimated $511.
Sugarloaf Wealth Management first reported a position in Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share in Q4 2019 and held it in 13 quarters.
Sugarloaf Wealth Management's Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share position peaked at $40K in Q4 2019.
6 funds tracked by Wall St. Rank held Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share as of Q1 2023.

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