Sargent Bickham Lagudis’s Broadridge BR Stock Holding History

Sargent Bickham Lagudis’s Portfolio BR Stock Details BR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$104K	Hold	773	–	–	0.01%	334
2022 Q3	$112K	Sell	773 -34	-4%	-$5.52K	0.01%	302
2022 Q2	$115K	Buy	807 +34	+4%	+$4.93K	0.01%	302
2022 Q1	$120K	Hold	773	–	–	0.01%	309
2021 Q4	$141K	Hold	773	–	–	0.01%	291
2021 Q3	$129K	Hold	773	–	–	0.01%	297
2021 Q2	$125K	Hold	773	–	–	0.01%	312
2021 Q1	$118K	Hold	773	–	–	0.01%	314
2020 Q4	$118K	Buy	+773	New	+$112K	0.01%	308
2020 Q1	–	Sell	-250	Closed	-$31K	–	782
2019 Q4	$31K	Buy	+250	New	+$30.6K	﹤0.01%	448
2019 Q3	–	Sell	-175	Closed	-$22K	–	718
2019 Q2	$22K	Buy	+175	New	+$21.1K	﹤0.01%	476

Other funds holding BR

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Broadridge (BR) position steady in Q4 2022 at 773 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #334.

Sargent Bickham Lagudis first reported a position in BR in Q2 2019 and has held it in 11 quarters since. The position peaked at $141K in Q4 2021. 783 funds tracked by Wall St. Rank hold BR as of Q4 2022.

Sargent Bickham Lagudis held 773 shares of Broadridge worth $104K as of Q4 2022.
Sargent Bickham Lagudis left its Broadridge share count unchanged in Q4 2022.
Broadridge made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #334 holding.
Sargent Bickham Lagudis first reported a position in Broadridge in Q2 2019 and has held it in 11 quarters since.
Sargent Bickham Lagudis's Broadridge position peaked at $141K in Q4 2021.
783 funds tracked by Wall St. Rank held Broadridge as of Q4 2022.

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