Sweet Financial Partners’s Target TGT Stock Holding History

Sweet Financial Partners’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 Q3	$247K	Buy	1,586 +1	+0.1%	+$149	0.05%	175
2024 Q2	$235K	Buy	1,585 +1	+0.1%	+$157	0.05%	175
2024 Q1	$281K	Sell	1,584 -1	-0.1%	-$152	0.06%	169
2023 Q4	$226K	Buy	+1,585	New	+$193K	0.05%	173
2023 Q3	–	Sell	-1,547	Closed	-$204K	–	184
2023 Q2	$204K	Sell	1,547 -217	-12%	-$32.2K	0.05%	170
2023 Q1	$292K	Sell	1,764 -4,044	-70%	-$665K	0.08%	146
2022 Q4	$866K	Buy	5,808 +1,271	+28%	+$199K	0.25%	59
2022 Q3	$673K	Buy	4,537 +927	+26%	+$148K	0.21%	65
2022 Q2	$510K	Buy	3,610 +1,056	+41%	+$202K	0.16%	83
2022 Q1	$542K	Buy	2,554 +820	+47%	+$177K	0.15%	89
2021 Q4	$401K	Buy	+1,734	New	+$422K	0.17%	89

Other funds holding TGT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sweet Financial Partners's TGT Position: Q3 2024 in Review

Sweet Financial Partners increased its Target (TGT) stake by 0.06% in Q3 2024, buying an estimated $149 and bringing the position to 1,586 shares worth $247K. The position accounts for 0.05% of the portfolio, ranked #175.

Sweet Financial Partners first reported a position in TGT in Q4 2021 and has held it in 11 quarters since. The position peaked at $866K in Q4 2022. 1,995 funds tracked by Wall St. Rank hold TGT as of Q3 2024.

Sweet Financial Partners held 1,586 shares of Target worth $247K as of Q3 2024.
Sweet Financial Partners bought 1 Target share in Q3 2024, an estimated $149.
Target made up 0.05% of Sweet Financial Partners's portfolio in Q3 2024, its #175 holding.
Sweet Financial Partners first reported a position in Target in Q4 2021 and has held it in 11 quarters since.
Sweet Financial Partners's Target position peaked at $866K in Q4 2022.
1,995 funds tracked by Wall St. Rank held Target as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.