Sugarloaf Wealth Management’s RBC Bearings RBC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$10.2K	Hold	34	–	–	﹤0.01%	500
2024 Q3	$10.2K	Hold	34	–	–	﹤0.01%	504
2024 Q2	$9.17K	Hold	34	–	–	﹤0.01%	489
2024 Q1	$9.19K	Hold	34	–	–	﹤0.01%	494
2023 Q4	$9.69K	Hold	34	–	–	﹤0.01%	492
2023 Q3	$7.96K	Hold	34	–	–	﹤0.01%	489
2023 Q2	$7.39K	Hold	34	–	–	﹤0.01%	509
2023 Q1	$7.91K	Hold	34	–	–	﹤0.01%	498
2022 Q4	$7.12K	Hold	34	–	–	﹤0.01%	527
2022 Q3	$8K	Hold	34	–	–	﹤0.01%	555
2022 Q2	$6K	Hold	34	–	–	﹤0.01%	592
2022 Q1	$7K	Hold	34	–	–	﹤0.01%	531
2021 Q4	$7K	Hold	34	–	–	﹤0.01%	560
2021 Q3	$7K	Hold	34	–	–	﹤0.01%	567
2021 Q2	$7K	Hold	34	–	–	﹤0.01%	567
2021 Q1	$7	Hold	34	–	–	﹤0.01%	553
2020 Q4	$6K	Hold	34	–	–	﹤0.01%	535
2020 Q3	$4K	Hold	34	–	–	﹤0.01%	549
2020 Q2	$5K	Hold	34	–	–	﹤0.01%	526
2020 Q1	$4K	Hold	34	–	–	﹤0.01%	545
2019 Q4	$5K	Buy	+34	New	+$5.5K	﹤0.01%	547

Other funds holding RBC

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Sugarloaf Wealth Management held its RBC Bearings (RBC) position steady in Q4 2024 at 34 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Sugarloaf Wealth Management first reported a position in RBC in Q4 2019 and has held it in 21 quarters since. The position peaked at $10.2K in Q3 2024. 398 funds tracked by Wall St. Rank hold RBC as of Q4 2024.

Sugarloaf Wealth Management held 34 shares of RBC Bearings worth $10.2K as of Q4 2024.
Sugarloaf Wealth Management left its RBC Bearings share count unchanged in Q4 2024.
RBC Bearings made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #500 holding.
Sugarloaf Wealth Management first reported a position in RBC Bearings in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's RBC Bearings position peaked at $10.2K in Q3 2024.
398 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2024.

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