Sugarloaf Wealth Management’s Urban Outfitters URBN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-15	Closed	-$616	–	714
2024 Q2	$616	Hold	15	–	–	﹤0.01%	625
2024 Q1	$651	Hold	15	–	–	﹤0.01%	635
2023 Q4	$535	Hold	15	–	–	﹤0.01%	644
2023 Q3	$490	Hold	15	–	–	﹤0.01%	645
2023 Q2	$497	Hold	15	–	–	﹤0.01%	655
2023 Q1	$416	Hold	15	–	–	﹤0.01%	662
2022 Q4	$358	Hold	15	–	–	﹤0.01%	746
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	805
2022 Q2	$0	Hold	15	–	–	﹤0.01%	835
2022 Q1	$0	Hold	15	–	–	﹤0.01%	760
2021 Q4	$0	Hold	15	–	–	﹤0.01%	782
2021 Q3	$0	Sell	15 -54	-78%	-$1.93K	﹤0.01%	806
2021 Q2	$3K	Hold	69	–	–	﹤0.01%	660
2021 Q1	$3	Hold	69	–	–	﹤0.01%	650
2020 Q4	$2K	Hold	69	–	–	﹤0.01%	654
2020 Q3	$1K	Hold	69	–	–	﹤0.01%	652
2020 Q2	$1K	Hold	69	–	–	﹤0.01%	654
2020 Q1	$1K	Hold	69	–	–	﹤0.01%	664
2019 Q4	$2K	Buy	+69	New	+$1.92K	﹤0.01%	648

Other funds holding URBN

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Sugarloaf Wealth Management's URBN Position: Q3 2024 in Review

Sugarloaf Wealth Management sold out of Urban Outfitters (URBN) in Q3 2024, closing a stake of 15 shares — an estimated $616 sold.

Sugarloaf Wealth Management first reported a position in URBN in Q4 2019 and held it in 19 quarters. The position peaked at $3K in Q2 2021. 303 funds tracked by Wall St. Rank hold URBN as of Q3 2024.

Sugarloaf Wealth Management reported no remaining Urban Outfitters position as of Q3 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 15 Urban Outfitters shares in Q3 2024, an estimated $616.
Sugarloaf Wealth Management first reported a position in Urban Outfitters in Q4 2019 and held it in 19 quarters.
Sugarloaf Wealth Management's Urban Outfitters position peaked at $3K in Q2 2021.
303 funds tracked by Wall St. Rank held Urban Outfitters as of Q3 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.