SBL
BROS icon

Sargent Bickham Lagudis’s Dutch Bros BROS Stock Holding History

Sargent Bickham Lagudis’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$14.3K Hold
506
– – ﹤0.01% 665
2022
Q3 		$16K Buy
506
+30
+6% +$1.13K ﹤0.01% 614
2022
Q2 		$15K Hold
476
– – ﹤0.01% 630
2022
Q1 		$26K Buy
476
+59
+14% +$3.01K ﹤0.01% 558
2021
Q4 		$21K Hold
417
– – ﹤0.01% 594
2021
Q3 		$18K Buy
+417
New +$19.8K ﹤0.01% 618

Other funds holding BROS

TCP
TSG Consumer Partners Larkspur, California $114M AUM 5.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Dutch Bros (BROS) position steady in Q4 2022 at 506 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Sargent Bickham Lagudis first reported a position in BROS in Q3 2021 and has held it in 6 quarters since. The position peaked at $26K in Q1 2022. 191 funds tracked by Wall St. Rank hold BROS as of Q4 2022.

  • Sargent Bickham Lagudis held 506 shares of Dutch Bros worth $14.3K as of Q4 2022.
  • Sargent Bickham Lagudis left its Dutch Bros share count unchanged in Q4 2022.
  • Dutch Bros made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #665 holding.
  • Sargent Bickham Lagudis first reported a position in Dutch Bros in Q3 2021 and has held it in 6 quarters since.
  • Sargent Bickham Lagudis's Dutch Bros position peaked at $26K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held Dutch Bros as of Q4 2022.

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