Sugarloaf Wealth Management’s Sea Limited SE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-200	Closed	-$13K	–	878
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	485
2022 Q1	$24K	Buy	200 +50	+33%	+$7.05K	0.01%	385
2021 Q4	$34K	Sell	150 -20	-12%	-$5.97K	0.01%	354
2021 Q3	$54K	Buy	170 +20	+13%	+$6.14K	0.01%	256
2021 Q2	$41K	Hold	150	–	–	0.01%	304
2021 Q1	$33K	Sell	150 -75	-33%	-$17.4K	0.01%	335
2020 Q4	$45K	Buy	225 +100	+80%	+$17.8K	0.02%	263
2020 Q3	$19K	Buy	+125	New	+$16.9K	0.01%	367

Other funds holding SE

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sugarloaf Wealth Management's SE Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Sea Limited (SE) in Q3 2022, closing a stake of 200 shares — an estimated $13K sold.

Sugarloaf Wealth Management first reported a position in SE in Q3 2020 and held it in 8 quarters. The position peaked at $54K in Q3 2021. 527 funds tracked by Wall St. Rank hold SE as of Q3 2022.

Sugarloaf Wealth Management reported no remaining Sea Limited position as of Q3 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 200 Sea Limited shares in Q3 2022, an estimated $13K.
Sugarloaf Wealth Management first reported a position in Sea Limited in Q3 2020 and held it in 8 quarters.
Sugarloaf Wealth Management's Sea Limited position peaked at $54K in Q3 2021.
527 funds tracked by Wall St. Rank held Sea Limited as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.