Sugarloaf Wealth Management’s RPM International RPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$17.7K	Hold	144	–	–	﹤0.01%	417
2024 Q3	$17.4K	Hold	144	–	–	﹤0.01%	433
2024 Q2	$15.5K	Hold	144	–	–	﹤0.01%	434
2024 Q1	$17.1K	Hold	144	–	–	﹤0.01%	426
2023 Q4	$16.1K	Hold	144	–	–	﹤0.01%	428
2023 Q3	$13.7K	Hold	144	–	–	﹤0.01%	433
2023 Q2	$12.9K	Hold	144	–	–	﹤0.01%	443
2023 Q1	$12.6K	Hold	144	–	–	﹤0.01%	447
2022 Q4	$14K	Hold	144	–	–	﹤0.01%	453
2022 Q3	$12K	Hold	144	–	–	﹤0.01%	501
2022 Q2	$11K	Hold	144	–	–	﹤0.01%	515
2022 Q1	$12K	Hold	144	–	–	﹤0.01%	478
2021 Q4	$15K	Hold	144	–	–	﹤0.01%	467
2021 Q3	$11K	Hold	144	–	–	﹤0.01%	507
2021 Q2	$13K	Hold	144	–	–	﹤0.01%	467
2021 Q1	$13	Hold	144	–	–	﹤0.01%	475
2020 Q4	$13K	Hold	144	–	–	﹤0.01%	456
2020 Q3	$12K	Hold	144	–	–	﹤0.01%	437
2020 Q2	$11K	Hold	144	–	–	﹤0.01%	439
2020 Q1	$9K	Hold	144	–	–	﹤0.01%	449
2019 Q4	$11K	Buy	+144	New	+$10.4K	﹤0.01%	459

Other funds holding RPM

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

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

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

Sugarloaf Wealth Management held its RPM International (RPM) position steady in Q4 2024 at 144 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Sugarloaf Wealth Management first reported a position in RPM in Q4 2019 and has held it in 21 quarters since. 764 funds tracked by Wall St. Rank hold RPM as of Q4 2024.

Sugarloaf Wealth Management held 144 shares of RPM International worth $17.7K as of Q4 2024.
Sugarloaf Wealth Management left its RPM International share count unchanged in Q4 2024.
RPM International made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #417 holding.
Sugarloaf Wealth Management first reported a position in RPM International in Q4 2019 and has held it in 21 quarters since.
764 funds tracked by Wall St. Rank held RPM International as of Q4 2024.

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