Sugarloaf Wealth Management’s MP Materials MP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-500	Closed	-$11.4K	–	693
2023 Q2	$11.4K	Hold	500	–	–	﹤0.01%	461
2023 Q1	$14.1K	Hold	500	–	–	﹤0.01%	437
2022 Q4	$12.1K	Hold	500	–	–	﹤0.01%	474
2022 Q3	$14K	Hold	500	–	–	﹤0.01%	470
2022 Q2	$16K	Hold	500	–	–	﹤0.01%	454
2022 Q1	$29K	Hold	500	–	–	0.01%	352
2021 Q4	$23K	Hold	500	–	–	0.01%	403
2021 Q3	$16K	Hold	500	–	–	﹤0.01%	467
2021 Q2	$18K	Hold	500	–	–	﹤0.01%	435
2021 Q1	$18	Buy	+500	New	+$18.5K	0.01%	427

Other funds holding MP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Sugarloaf Wealth Management's MP Position: Q3 2023 in Review

Sugarloaf Wealth Management sold out of MP Materials (MP) in Q3 2023, closing a stake of 500 shares — an estimated $11.4K sold.

Sugarloaf Wealth Management first reported a position in MP in Q1 2021 and held it in 10 quarters. The position peaked at $29K in Q1 2022. 377 funds tracked by Wall St. Rank hold MP as of Q3 2023.

Sugarloaf Wealth Management reported no remaining MP Materials position as of Q3 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 500 MP Materials shares in Q3 2023, an estimated $11.4K.
Sugarloaf Wealth Management first reported a position in MP Materials in Q1 2021 and held it in 10 quarters.
Sugarloaf Wealth Management's MP Materials position peaked at $29K in Q1 2022.
377 funds tracked by Wall St. Rank held MP Materials as of Q3 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.