Sugarloaf Wealth Management’s Toro Company TTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$9.45K	Hold	118	–	–	﹤0.01%	508
2024 Q3	$10.2K	Hold	118	–	–	﹤0.01%	503
2024 Q2	$11K	Hold	118	–	–	﹤0.01%	465
2024 Q1	$10.8K	Hold	118	–	–	﹤0.01%	477
2023 Q4	$11.3K	Hold	118	–	–	﹤0.01%	476
2023 Q3	$9.81K	Hold	118	–	–	﹤0.01%	470
2023 Q2	$12K	Hold	118	–	–	﹤0.01%	452
2023 Q1	$13.1K	Hold	118	–	–	﹤0.01%	443
2022 Q4	$13.4K	Hold	118	–	–	﹤0.01%	459
2022 Q3	$11K	Hold	118	–	–	﹤0.01%	512
2022 Q2	$9K	Hold	118	–	–	﹤0.01%	540
2022 Q1	$10K	Hold	118	–	–	﹤0.01%	492
2021 Q4	$12K	Hold	118	–	–	﹤0.01%	492
2021 Q3	$11K	Hold	118	–	–	﹤0.01%	511
2021 Q2	$13K	Hold	118	–	–	﹤0.01%	469
2021 Q1	$12	Hold	118	–	–	﹤0.01%	481
2020 Q4	$11K	Hold	118	–	–	﹤0.01%	471
2020 Q3	$10K	Hold	118	–	–	﹤0.01%	457
2020 Q2	$8K	Hold	118	–	–	﹤0.01%	475
2020 Q1	$8K	Hold	118	–	–	﹤0.01%	465
2019 Q4	$9K	Buy	+118	New	+$9.04K	﹤0.01%	481

Other funds holding TTC

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

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

Sugarloaf Wealth Management held its Toro Company (TTC) position steady in Q4 2024 at 118 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Sugarloaf Wealth Management first reported a position in TTC in Q4 2019 and has held it in 21 quarters since. The position peaked at $13.4K in Q4 2022. 523 funds tracked by Wall St. Rank hold TTC as of Q4 2024.

Sugarloaf Wealth Management held 118 shares of Toro Company worth $9.45K as of Q4 2024.
Sugarloaf Wealth Management left its Toro Company share count unchanged in Q4 2024.
Toro Company made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #508 holding.
Sugarloaf Wealth Management first reported a position in Toro Company in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Toro Company position peaked at $13.4K in Q4 2022.
523 funds tracked by Wall St. Rank held Toro Company as of Q4 2024.

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