SWM
NATL icon

Sugarloaf Wealth Management’s NCR Atleos NATL Stock Holding History

Sugarloaf Wealth Management’s Portfolio NATL Stock Details NATL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$15.5K Hold
458
– – ﹤0.01% 438
2024
Q3 		$13.1K Hold
458
– – ﹤0.01% 471
2024
Q2 		$12.4K Sell
458
-105
-19% -$2.56K ﹤0.01% 452
2024
Q1 		$11.1K Buy
+563
New +$12K ﹤0.01% 473

Other funds holding NATL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return

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

Sugarloaf Wealth Management held its NCR Atleos (NATL) position steady in Q4 2024 at 458 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Sugarloaf Wealth Management first reported a position in NATL in Q1 2024 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold NATL as of Q4 2024.

  • Sugarloaf Wealth Management held 458 shares of NCR Atleos worth $15.5K as of Q4 2024.
  • Sugarloaf Wealth Management left its NCR Atleos share count unchanged in Q4 2024.
  • NCR Atleos made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #438 holding.
  • Sugarloaf Wealth Management first reported a position in NCR Atleos in Q1 2024 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held NCR Atleos as of Q4 2024.

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