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Sargent Bickham Lagudis’s Citigroup C Stock Holding History

Sargent Bickham Lagudis’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$86.4K Hold
1,910
– – 0.01% 359
2022
Q3 		$80K Hold
1,910
– – 0.01% 343
2022
Q2 		$88K Sell
1,910
-56
-3% -$2.8K 0.01% 339
2022
Q1 		$105K Buy
1,966
+56
+3% +$3.46K 0.01% 328
2021
Q4 		$115K Sell
1,910
-192
-9% -$12.8K 0.01% 315
2021
Q3 		$148K Buy
2,102
+192
+10% +$13.4K 0.01% 282
2021
Q2 		$135K Hold
1,910
– – 0.01% 302
2021
Q1 		$139K Hold
1,910
– – 0.01% 293
2020
Q4 		$118K Buy
1,910
+619
+48% +$31.5K 0.01% 309
2020
Q3 		$56K Hold
1,291
– – 0.01% 367
2020
Q2 		$66K Buy
1,291
+744
+136% +$35.3K 0.01% 325
2020
Q1 		$23K Sell
547
-842
-61% -$56.5K ﹤0.01% 439
2019
Q4 		$111K Buy
1,389
+23
+2% +$1.7K 0.01% 271
2019
Q3 		$94K Sell
1,366
-500
-27% -$34K 0.01% 267
2019
Q2 		$131K Sell
1,866
-220
-11% -$14.7K 0.02% 245
2019
Q1 		$130K Sell
2,086
-476
-19% -$29.6K 0.02% 254
2018
Q4 		$133K Buy
2,562
+2,370
+1,234% +$150K 0.02% 242
2018
Q3 		$14K Buy
192
+136
+243% +$9.62K ﹤0.01% 551
2018
Q2 		$4K Buy
+56
New +$3.85K ﹤0.01% 681
2017
Q4 		– Sell
-1,022
Closed -$74K – 794
2017
Q3 		$74K Buy
1,022
+5
+0.5% +$341 0.01% 311
2017
Q2 		$68K Buy
+1,017
New +$62.4K 0.01% 310
2017
Q1 		– Sell
-260
Closed -$15K – 755
2016
Q4 		$15K Hold
260
– – ﹤0.01% 501
2016
Q3 		$12 Hold
260
– – ﹤0.01% 540
2016
Q2 		$11K Hold
260
– – ﹤0.01% 529
2016
Q1 		$11K Buy
+260
New +$10.9K ﹤0.01% 554

Other funds holding C

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Citigroup (C) position steady in Q4 2022 at 1,910 shares worth $86.4K. The position accounts for 0.01% of the portfolio, ranked #359.

Sargent Bickham Lagudis first reported a position in C in Q1 2016 and has held it in 25 quarters since. The position peaked at $148K in Q3 2021. 1,605 funds tracked by Wall St. Rank hold C as of Q4 2022.

  • Sargent Bickham Lagudis held 1,910 shares of Citigroup worth $86.4K as of Q4 2022.
  • Sargent Bickham Lagudis left its Citigroup share count unchanged in Q4 2022.
  • Citigroup made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #359 holding.
  • Sargent Bickham Lagudis first reported a position in Citigroup in Q1 2016 and has held it in 25 quarters since.
  • Sargent Bickham Lagudis's Citigroup position peaked at $148K in Q3 2021.
  • 1,605 funds tracked by Wall St. Rank held Citigroup as of Q4 2022.

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