Sargent Bickham Lagudis’s CVR Energy CVI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-100	Closed	-$4K	–	798
2019 Q4	$4K	Buy	+100	New	+$4.39K	﹤0.01%	709

Other funds holding CVI

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sargent Bickham Lagudis's CVI Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of CVR Energy (CVI) in Q1 2020, closing a stake of 100 shares — an estimated $4K sold.

Sargent Bickham Lagudis first reported a position in CVI in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 175 funds tracked by Wall St. Rank hold CVI as of Q1 2020.

Sargent Bickham Lagudis reported no remaining CVR Energy position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 100 CVR Energy shares in Q1 2020, an estimated $4K.
Sargent Bickham Lagudis first reported a position in CVR Energy in Q4 2019 and held it in 1 quarter.
Sargent Bickham Lagudis's CVR Energy position peaked at $4K in Q4 2019.
175 funds tracked by Wall St. Rank held CVR Energy as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.