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Sugarloaf Wealth Management’s nVent Electric NVT Stock Holding History

Sugarloaf Wealth Management’s Portfolio NVT Stock Details NVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$77 – 701
2024
Q2 		$77 Hold
1
– – ﹤0.01% 655
2024
Q1 		$75 Hold
1
– – ﹤0.01% 667
2023
Q4 		$59 Hold
1
– – ﹤0.01% 678
2023
Q3 		$53 Hold
1
– – ﹤0.01% 675
2023
Q2 		$52 Hold
1
– – ﹤0.01% 686
2023
Q1 		$43 Hold
1
– – ﹤0.01% 694
2022
Q4 		$38 Hold
1
– – ﹤0.01% 778
2022
Q3 		$1K Hold
1
– – ﹤0.01% 785
2022
Q2 		$28K Buy
+1
New +$34 0.01% 369
2021
Q1 		– Sell
-1
Closed -$26 – 772
2020
Q4 		$0 Hold
1
– – ﹤0.01% 745
2020
Q3 		$0 Hold
1
– – ﹤0.01% 706
2020
Q2 		$0 Hold
1
– – ﹤0.01% 713
2020
Q1 		$0 Hold
1
– – ﹤0.01% 722
2019
Q4 		$0 Buy
+1
New +$23 ﹤0.01% 703

Other funds holding NVT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sugarloaf Wealth Management's NVT Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of nVent Electric (NVT) in Q3 2024, closing a stake of 1 share — an estimated $77 sold.

Sugarloaf Wealth Management first reported a position in NVT in Q4 2019 and held it in 14 quarters. The position peaked at $28K in Q2 2022. 633 funds tracked by Wall St. Rank hold NVT as of Q3 2024.

  • Sugarloaf Wealth Management reported no remaining nVent Electric position as of Q3 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 nVent Electric share in Q3 2024, an estimated $77.
  • Sugarloaf Wealth Management first reported a position in nVent Electric in Q4 2019 and held it in 14 quarters.
  • Sugarloaf Wealth Management's nVent Electric position peaked at $28K in Q2 2022.
  • 633 funds tracked by Wall St. Rank held nVent Electric as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.