Sugarloaf Wealth Management’s Newmark Group NMRK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-92	Closed	-$1K	–	837
2022 Q3	$1K	Hold	92	–	–	﹤0.01%	784
2022 Q2	$1K	Hold	92	–	–	﹤0.01%	751
2022 Q1	$1K	Hold	92	–	–	﹤0.01%	690
2021 Q4	$2K	Hold	92	–	–	﹤0.01%	675
2021 Q3	$1K	Hold	92	–	–	﹤0.01%	733
2021 Q2	$1K	Hold	92	–	–	﹤0.01%	726
2021 Q1	$1	Hold	92	–	–	﹤0.01%	718
2020 Q4	$1K	Hold	92	–	–	﹤0.01%	685
2020 Q3	$0	Hold	92	–	–	﹤0.01%	702
2020 Q2	$0	Hold	92	–	–	﹤0.01%	712
2020 Q1	$0	Hold	92	–	–	﹤0.01%	721
2019 Q4	$1K	Buy	+92	New	+$1.07K	﹤0.01%	675

Other funds holding NMRK

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Sugarloaf Wealth Management sold out of Newmark Group (NMRK) in Q4 2022, closing a stake of 92 shares — an estimated $1K sold.

Sugarloaf Wealth Management first reported a position in NMRK in Q4 2019 and held it in 12 quarters. The position peaked at $2K in Q4 2021. 210 funds tracked by Wall St. Rank hold NMRK as of Q4 2022.

Sugarloaf Wealth Management reported no remaining Newmark Group position as of Q4 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 92 Newmark Group shares in Q4 2022, an estimated $1K.
Sugarloaf Wealth Management first reported a position in Newmark Group in Q4 2019 and held it in 12 quarters.
Sugarloaf Wealth Management's Newmark Group position peaked at $2K in Q4 2021.
210 funds tracked by Wall St. Rank held Newmark Group as of Q4 2022.

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