Sargent Bickham Lagudis’s Digital Realty Trust DLR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.91K	Hold	19	–	–	﹤0.01%	922
2022 Q3	$2K	Buy	+19	New	+$2.33K	﹤0.01%	878
2022 Q1	–	Sell	-20	Closed	-$4K	–	972
2021 Q4	$4K	Buy	+20	New	+$3.2K	﹤0.01%	820
2020 Q4	–	Sell	-524	Closed	-$77K	–	883
2020 Q3	$77K	Buy	+524	New	+$78.5K	0.01%	332
2018 Q1	–	Sell	-144	Closed	-$16K	–	769
2017 Q4	$16K	Hold	144	–	–	﹤0.01%	525
2017 Q3	$17K	Buy	+144	New	+$16.6K	﹤0.01%	525
2016 Q4	–	Sell	-270	Closed	-$26	–	716
2016 Q3	$26	Buy	+270	New	+$27.5K	﹤0.01%	446

Other funds holding DLR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Digital Realty Trust (DLR) position steady in Q4 2022 at 19 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Sargent Bickham Lagudis first reported a position in DLR in Q3 2016 and has held it in 7 quarters since. The position peaked at $77K in Q3 2020. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

Sargent Bickham Lagudis held 19 shares of Digital Realty Trust worth $1.91K as of Q4 2022.
Sargent Bickham Lagudis left its Digital Realty Trust share count unchanged in Q4 2022.
Digital Realty Trust made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #922 holding.
Sargent Bickham Lagudis first reported a position in Digital Realty Trust in Q3 2016 and has held it in 7 quarters since.
Sargent Bickham Lagudis's Digital Realty Trust position peaked at $77K in Q3 2020.
964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

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