Sugarloaf Wealth Management’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$66.4K	Hold	295	–	–	0.01%	269
2024 Q3	$63.5K	Hold	295	–	–	0.01%	283
2024 Q2	$53.9K	Hold	295	–	–	0.01%	289
2024 Q1	$56K	Hold	295	–	–	0.01%	279
2023 Q4	$48.1K	Hold	295	–	–	0.01%	292
2023 Q3	$45.3K	Hold	295	–	–	0.01%	297
2023 Q2	$39K	Hold	295	–	–	0.01%	319
2023 Q1	$41K	Hold	295	–	–	0.01%	315
2022 Q4	$37.7K	Hold	295	–	–	0.01%	325
2022 Q3	$34K	Hold	295	–	–	0.01%	348
2022 Q2	$41K	Hold	295	–	–	0.01%	317
2022 Q1	$46K	Hold	295	–	–	0.01%	293
2021 Q4	$40K	Hold	295	–	–	0.01%	323
2021 Q3	$41K	Sell	295 -24	-8%	-$3.42K	0.01%	305
2021 Q2	$43K	Buy	319 +24	+8%	+$3.45K	0.01%	297
2021 Q1	$40	Hold	295	–	–	0.01%	307
2020 Q4	$41K	Sell	295 -18	-6%	-$2.27K	0.01%	273
2020 Q3	$34K	Sell	313 -11,048	-97%	-$1.13M	0.01%	287
2020 Q2	$1.13M	Buy	11,361 +887	+8%	+$84.4K	0.44%	36
2020 Q1	$909K	Buy	10,474 +4,241	+68%	+$411K	0.41%	40
2019 Q4	$698K	Buy	+6,233	New	+$688K	0.3%	61

Other funds holding PKG

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Packaging Corp of America (PKG) position steady in Q4 2024 at 295 shares worth $66.4K. The position accounts for 0.01% of the portfolio, ranked #269.

Sugarloaf Wealth Management first reported a position in PKG in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.13M in Q2 2020. 901 funds tracked by Wall St. Rank hold PKG as of Q4 2024.

Sugarloaf Wealth Management held 295 shares of Packaging Corp of America worth $66.4K as of Q4 2024.
Sugarloaf Wealth Management left its Packaging Corp of America share count unchanged in Q4 2024.
Packaging Corp of America made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #269 holding.
Sugarloaf Wealth Management first reported a position in Packaging Corp of America in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Packaging Corp of America position peaked at $1.13M in Q2 2020.
901 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2024.

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