SWM
RVTY icon

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
2022
Q3 		– Sell
-1,638
Closed -$233K – 874
2022
Q2 		$233K Buy
+1,638
New +$245K 0.06% 108

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.