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Sugarloaf Wealth Management’s Trupanion TRUP Stock Holding History

Sugarloaf Wealth Management’s Portfolio TRUP Stock Details TRUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$23K – 803
2021
Q2 		$23K Hold
200
– – 0.01% 397
2021
Q1 		$15 Buy
+200
New +$20.5K ﹤0.01% 461

Other funds holding TRUP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Sugarloaf Wealth Management's TRUP Position: Q3 2021 in Review

Sugarloaf Wealth Management sold out of Trupanion (TRUP) in Q3 2021, closing a stake of 200 shares — an estimated $23K sold.

Sugarloaf Wealth Management first reported a position in TRUP in Q1 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 241 funds tracked by Wall St. Rank hold TRUP as of Q3 2021.

  • Sugarloaf Wealth Management reported no remaining Trupanion position as of Q3 2021 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 200 Trupanion shares in Q3 2021, an estimated $23K.
  • Sugarloaf Wealth Management first reported a position in Trupanion in Q1 2021 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Trupanion position peaked at $23K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Trupanion as of Q3 2021.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2021, filed 20 Oct 2021.