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Sugarloaf Wealth Management’s Revvity RVTY Stock Holding History

Sugarloaf Wealth Management’s Portfolio RVTY Stock Details RVTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$161K Hold
1,444
– – 0.03% 193
2024
Q3 		$184K Hold
1,444
– – 0.03% 178
2024
Q2 		$151K Hold
1,444
– – 0.03% 191
2024
Q1 		$152K Sell
1,444
-95
-6% -$10.1K 0.03% 188
2023
Q4 		$168K Buy
1,539
+1
+0.1% +$96 0.04% 166
2023
Q3 		$170K Buy
1,538
+1
+0.1% +$118 0.04% 147
2023
Q2 		$183K Buy
1,537
+2
+0.1% +$246 0.04% 145
2023
Q1 		$205K Sell
1,535
-104
-6% -$13.7K 0.05% 129
2022
Q4 		$230K Hold
1,639
– – 0.06% 116
2022
Q3 		$198K Buy
+1,639
New +$231K 0.05% 122
2022
Q2 		– Sell
-1,655
Closed -$248K – 823
2022
Q1 		$289K Hold
1,655
– – 0.07% 96
2021
Q4 		$333K Buy
1,655
+1
+0.1% +$181 0.08% 96
2021
Q3 		$287K Buy
1,654
+1
+0.1% +$176 0.08% 104
2021
Q2 		$255K Buy
1,653
+1
+0.1% +$141 0.07% 104
2021
Q1 		$212 Sell
1,652
-99
-6% -$13.7K 0.06% 116
2020
Q4 		$251K Sell
1,751
-99
-5% -$13.2K 0.08% 99
2020
Q3 		$232K Buy
1,850
+1
+0.1% +$115 0.08% 97
2020
Q2 		$181K Buy
1,849
+2
+0.1% +$183 0.07% 115
2020
Q1 		$139K Buy
1,847
+1
+0.1% +$89 0.06% 128
2019
Q4 		$179K Buy
+1,846
New +$165K 0.08% 124

Other funds holding RVTY

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Revvity (RVTY) position steady in Q4 2024 at 1,444 shares worth $161K. The position accounts for 0.03% of the portfolio, ranked #193.

Sugarloaf Wealth Management first reported a position in RVTY in Q4 2019 and has held it in 20 quarters since. The position peaked at $333K in Q4 2021. 528 funds tracked by Wall St. Rank hold RVTY as of Q4 2024.

  • Sugarloaf Wealth Management held 1,444 shares of Revvity worth $161K as of Q4 2024.
  • Sugarloaf Wealth Management left its Revvity share count unchanged in Q4 2024.
  • Revvity made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #193 holding.
  • Sugarloaf Wealth Management first reported a position in Revvity in Q4 2019 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's Revvity position peaked at $333K in Q4 2021.
  • 528 funds tracked by Wall St. Rank held Revvity as of Q4 2024.

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