Sugarloaf Wealth Management’s Seagate STX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$13.2K	Hold	153	–	–	﹤0.01%	460
2024 Q3	$16.8K	Hold	153	–	–	﹤0.01%	441
2024 Q2	$15.8K	Hold	153	–	–	﹤0.01%	433
2024 Q1	$14.2K	Hold	153	–	–	﹤0.01%	452
2023 Q4	$13.1K	Hold	153	–	–	﹤0.01%	458
2023 Q3	$10.1K	Hold	153	–	–	﹤0.01%	465
2023 Q2	$9.47K	Hold	153	–	–	﹤0.01%	479
2023 Q1	$10.1K	Sell	153 -26	-15%	-$1.66K	﹤0.01%	472
2022 Q4	$9.42K	Buy	179 +26	+17%	+$1.38K	﹤0.01%	505
2022 Q3	$9K	Hold	153	–	–	﹤0.01%	544
2022 Q2	$0	Buy	153 +74	+94%	+$6.01K	﹤0.01%	827
2022 Q1	$7K	Hold	79	–	–	﹤0.01%	533
2021 Q4	$9K	Hold	79	–	–	﹤0.01%	527
2021 Q3	$7K	Hold	79	–	–	﹤0.01%	570
2021 Q2	$7K	Hold	79	–	–	﹤0.01%	571
2021 Q1	$6	Hold	79	–	–	﹤0.01%	574
2020 Q4	$5K	Hold	79	–	–	﹤0.01%	559
2020 Q3	$4K	Hold	79	–	–	﹤0.01%	552
2020 Q2	$4K	Hold	79	–	–	﹤0.01%	553
2020 Q1	$4K	Hold	79	–	–	﹤0.01%	549
2019 Q4	$5K	Buy	+79	New	+$4.54K	﹤0.01%	551

Other funds holding STX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sugarloaf Wealth Management held its Seagate (STX) position steady in Q4 2024 at 153 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Sugarloaf Wealth Management first reported a position in STX in Q4 2019 and has held it in 21 quarters since. The position peaked at $16.8K in Q3 2024. 804 funds tracked by Wall St. Rank hold STX as of Q4 2024.

Sugarloaf Wealth Management held 153 shares of Seagate worth $13.2K as of Q4 2024.
Sugarloaf Wealth Management left its Seagate share count unchanged in Q4 2024.
Seagate made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #460 holding.
Sugarloaf Wealth Management first reported a position in Seagate in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Seagate position peaked at $16.8K in Q3 2024.
804 funds tracked by Wall St. Rank held Seagate as of Q4 2024.

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