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Sugarloaf Wealth Management’s Nordson NDSN Stock Holding History

Sugarloaf Wealth Management’s Portfolio NDSN Stock Details NDSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-612
Closed -$130K – 835
2022
Q3 		$130K Buy
+612
New +$137K 0.03% 170

Other funds holding NDSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sugarloaf Wealth Management's NDSN Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Nordson (NDSN) in Q4 2022, closing a stake of 612 shares — an estimated $130K sold.

Sugarloaf Wealth Management first reported a position in NDSN in Q3 2022 and held it in 1 quarter. The position peaked at $130K in Q3 2022. 549 funds tracked by Wall St. Rank hold NDSN as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Nordson position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 612 Nordson shares in Q4 2022, an estimated $130K.
  • Sugarloaf Wealth Management first reported a position in Nordson in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Nordson position peaked at $130K in Q3 2022.
  • 549 funds tracked by Wall St. Rank held Nordson as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.