Sugarloaf Wealth Management’s RELX RELX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$11.3K	Hold	249	–	–	﹤0.01%	483
2024 Q3	$11.8K	Hold	249	–	–	﹤0.01%	484
2024 Q2	$11.4K	Hold	249	–	–	﹤0.01%	462
2024 Q1	$10.8K	Hold	249	–	–	﹤0.01%	478
2023 Q4	$9.88K	Hold	249	–	–	﹤0.01%	489
2023 Q3	$8.39K	Hold	249	–	–	﹤0.01%	482
2023 Q2	$8.32K	Hold	249	–	–	﹤0.01%	495
2023 Q1	$8.08K	Hold	249	–	–	﹤0.01%	497
2022 Q4	$6.9K	Hold	249	–	–	﹤0.01%	533
2022 Q3	$7K	Hold	249	–	–	﹤0.01%	571
2022 Q2	$7K	Hold	249	–	–	﹤0.01%	568
2022 Q1	$8K	Hold	249	–	–	﹤0.01%	515
2021 Q4	$8K	Hold	249	–	–	﹤0.01%	540
2021 Q3	$7K	Hold	249	–	–	﹤0.01%	568
2021 Q2	$7K	Hold	249	–	–	﹤0.01%	568
2021 Q1	$6	Hold	249	–	–	﹤0.01%	573
2020 Q4	$6K	Hold	249	–	–	﹤0.01%	536
2020 Q3	$6K	Hold	249	–	–	﹤0.01%	504
2020 Q2	$6K	Hold	249	–	–	﹤0.01%	502
2020 Q1	$5K	Hold	249	–	–	﹤0.01%	512
2019 Q4	$6K	Buy	+249	New	+$5.95K	﹤0.01%	525

Other funds holding RELX

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sugarloaf Wealth Management held its RELX (RELX) position steady in Q4 2024 at 249 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Sugarloaf Wealth Management first reported a position in RELX in Q4 2019 and has held it in 21 quarters since. The position peaked at $11.8K in Q3 2024. 457 funds tracked by Wall St. Rank hold RELX as of Q4 2024.

Sugarloaf Wealth Management held 249 shares of RELX worth $11.3K as of Q4 2024.
Sugarloaf Wealth Management left its RELX share count unchanged in Q4 2024.
RELX made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #483 holding.
Sugarloaf Wealth Management first reported a position in RELX in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's RELX position peaked at $11.8K in Q3 2024.
457 funds tracked by Wall St. Rank held RELX as of Q4 2024.

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