SWM
TGT icon

Sugarloaf Wealth Management’s Target TGT Stock Holding History

Sugarloaf Wealth Management’s Portfolio TGT Stock Details TGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$398K Sell
2,947
-39
-1% -$5.59K 0.08% 110
2024
Q3 		$465K Buy
2,986
+1
+0% +$149 0.09% 98
2024
Q2 		$442K Buy
2,985
+4
+0.1% +$629 0.09% 96
2024
Q1 		$528K Sell
2,981
-96
-3% -$14.6K 0.11% 81
2023
Q4 		$438K Sell
3,077
-250
-8% -$30.5K 0.11% 88
2023
Q3 		$368K Sell
3,327
-45
-1% -$5.71K 0.09% 93
2023
Q2 		$445K Buy
3,372
+6
+0.2% +$890 0.1% 85
2023
Q1 		$558K Sell
3,366
-74
-2% -$12.2K 0.14% 74
2022
Q4 		$513K Sell
3,440
-3
-0.1% -$471 0.13% 74
2022
Q3 		$511K Buy
3,443
+4
+0.1% +$640 0.13% 77
2022
Q2 		$486K Sell
3,439
-63
-2% -$12.1K 0.12% 74
2022
Q1 		$743K Sell
3,502
-49
-1% -$10.6K 0.18% 55
2021
Q4 		$822K Sell
3,551
-126
-3% -$30.6K 0.19% 50
2021
Q3 		$841K Sell
3,677
-272
-7% -$68.1K 0.22% 51
2021
Q2 		$955K Buy
3,949
+26
+0.7% +$5.69K 0.26% 47
2021
Q1 		$777 Buy
3,923
+3
+0.1% +$561 0.23% 51
2020
Q4 		$692K Sell
3,920
-132
-3% -$22K 0.23% 55
2020
Q3 		$638K Buy
4,052
+3
+0.1% +$412 0.23% 54
2020
Q2 		$4.86M Sell
4,049
-437
-10% -$49.9K 1.86% 13
2020
Q1 		$417K Sell
4,486
-43
-0.9% -$4.78K 0.19% 69
2019
Q4 		$581K Buy
+4,529
New +$532K 0.25% 70

Other funds holding TGT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sugarloaf Wealth Management reduced its Target (TGT) stake by 1.3% in Q4 2024, selling an estimated $5.59K and leaving 2,947 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #110.

Sugarloaf Wealth Management first reported a position in TGT in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.86M in Q2 2020. 1,981 funds tracked by Wall St. Rank hold TGT as of Q4 2024.

  • Sugarloaf Wealth Management held 2,947 shares of Target worth $398K as of Q4 2024.
  • Sugarloaf Wealth Management sold 39 Target shares in Q4 2024, an estimated $5.59K.
  • Target made up 0.08% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #110 holding.
  • Sugarloaf Wealth Management first reported a position in Target in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Target position peaked at $4.86M in Q2 2020.
  • 1,981 funds tracked by Wall St. Rank held Target as of Q4 2024.

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