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Sargent Bickham Lagudis’s Apple AAPL Stock Holding History

Sargent Bickham Lagudis’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$22.8M Sell
175,576
-1,274
-0.7% -$182K 1.87% 10
2022
Q3 		$24.4M Sell
176,850
-897
-0.5% -$141K 2.19% 9
2022
Q2 		$24.3M Buy
177,747
+1,639
+0.9% +$248K 2.1% 10
2022
Q1 		$30.8M Sell
176,108
-47,979
-21% -$8.07M 2.39% 7
2021
Q4 		$39.8M Sell
224,087
-820
-0.4% -$130K 3% 6
2021
Q3 		$31.8M Buy
224,907
+6,504
+3% +$958K 2.59% 7
2021
Q2 		$29.9M Sell
218,403
-3,722
-2% -$482K 2.44% 7
2021
Q1 		$27.1M Sell
222,125
-18,024
-8% -$2.31M 2.39% 7
2020
Q4 		$31.9M Buy
240,149
+17,304
+8% +$2.08M 2.94% 6
2020
Q3 		$25.8M Sell
222,845
-5,739
-3% -$626K 2.59% 6
2020
Q2 		$20.8M Sell
228,584
-3,316
-1% -$257K 2.24% 9
2020
Q1 		$14.7M Buy
231,900
+41,232
+22% +$3.03M 1.9% 9
2019
Q4 		$14M Sell
190,668
-9,300
-5% -$598K 1.55% 10
2019
Q3 		$11.2M Sell
199,968
-2,472
-1% -$129K 1.35% 13
2019
Q2 		$10M Sell
202,440
-5,192
-3% -$253K 1.19% 18
2019
Q1 		$9.86M Sell
207,632
-2,668
-1% -$113K 1.14% 20
2018
Q4 		$8.29M Buy
210,300
+4,808
+2% +$233K 1.07% 19
2018
Q3 		$11.6M Buy
205,492
+4,496
+2% +$234K 1.37% 15
2018
Q2 		$9.3M Sell
200,996
-3,900
-2% -$177K 1.15% 18
2018
Q1 		$8.59M Sell
204,896
-20,680
-9% -$890K 1.07% 19
2017
Q4 		$9.54M Buy
225,576
+6,880
+3% +$288K 1.14% 18
2017
Q3 		$8.43M Sell
218,696
-6,344
-3% -$246K 1.05% 19
2017
Q2 		$8.1M Sell
225,040
-3,756
-2% -$139K 1.03% 17
2017
Q1 		$8.22M Sell
228,796
-5,236
-2% -$172K 1.06% 20
2016
Q4 		$6.78M Buy
234,032
+229,660
+5,253% +$6.51M 1.05% 20
2016
Q3 		$7.64K Sell
4,372
-243,888
-98% -$6.46M 1.15% 17
2016
Q2 		$5.93M Buy
248,260
+132
+0.1% +$3.28K 0.92% 23
2016
Q1 		$6.76M Buy
+248,128
New +$6.18M 1.09% 19

Other funds holding AAPL

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sargent Bickham Lagudis's AAPL Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Apple (AAPL) stake by 0.72% in Q4 2022, selling an estimated $182K and leaving 175,576 shares worth $22.8M. The position accounts for 1.87% of the portfolio, ranked #10.

Sargent Bickham Lagudis first reported a position in AAPL in Q1 2016 and has held it in 28 quarters since. The position peaked at $39.8M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Sargent Bickham Lagudis held 175,576 shares of Apple worth $22.8M as of Q4 2022.
  • Sargent Bickham Lagudis sold 1,274 Apple shares in Q4 2022, an estimated $182K.
  • Apple made up 1.87% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #10 holding.
  • Sargent Bickham Lagudis first reported a position in Apple in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Apple position peaked at $39.8M in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.