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Sugarloaf Wealth Management’s Viper Energy VNOM Stock Holding History

Sugarloaf Wealth Management’s Portfolio VNOM Stock Details VNOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$18.8K Sell
383
-112
-23% -$5.77K ﹤0.01% 414
2024
Q3 		$22.3K Hold
495
– – ﹤0.01% 398
2024
Q2 		$18.6K Buy
495
+8
+2% +$304 ﹤0.01% 407
2024
Q1 		$18.7K Buy
487
+52
+12% +$1.76K ﹤0.01% 411
2023
Q4 		$13.7K Hold
435
– – ﹤0.01% 452
2023
Q3 		$12.1K Buy
435
+236
+119% +$6.5K ﹤0.01% 443
2023
Q2 		$5.34K Buy
199
+24
+14% +$657 ﹤0.01% 542
2023
Q1 		$4.93K Buy
175
+71
+68% +$2.13K ﹤0.01% 549
2022
Q4 		$3.31K Buy
104
+84
+420% +$2.71K ﹤0.01% 624
2022
Q3 		$1K Buy
20
+5
+33% +$146 ﹤0.01% 809
2022
Q2 		$0 Buy
+15
New +$456 ﹤0.01% 839

Other funds holding VNOM

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Sugarloaf Wealth Management reduced its Viper Energy (VNOM) stake by 23% in Q4 2024, selling an estimated $5.77K and leaving 383 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Sugarloaf Wealth Management first reported a position in VNOM in Q2 2022 and has held it in 11 quarters since. The position peaked at $22.3K in Q3 2024. 343 funds tracked by Wall St. Rank hold VNOM as of Q4 2024.

  • Sugarloaf Wealth Management held 383 shares of Viper Energy worth $18.8K as of Q4 2024.
  • Sugarloaf Wealth Management sold 112 Viper Energy shares in Q4 2024, an estimated $5.77K.
  • Viper Energy made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #414 holding.
  • Sugarloaf Wealth Management first reported a position in Viper Energy in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's Viper Energy position peaked at $22.3K in Q3 2024.
  • 343 funds tracked by Wall St. Rank held Viper Energy as of Q4 2024.

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