Sargent Bickham Lagudis’s Dow Inc DOW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$41.6K	Sell	825 -83	-9%	-$4.05K	﹤0.01%	474
2022 Q3	$40K	Sell	908 -37	-4%	-$1.88K	﹤0.01%	452
2022 Q2	$49K	Buy	945 +71	+8%	+$4.55K	﹤0.01%	423
2022 Q1	$56K	Buy	874 +2	+0.2%	+$121	﹤0.01%	431
2021 Q4	$49K	Buy	872 +1	+0.1%	+$57	﹤0.01%	452
2021 Q3	$50K	Buy	871 +1	+0.1%	+$61	﹤0.01%	442
2021 Q2	$55K	Buy	870 +221	+34%	+$14.6K	﹤0.01%	432
2021 Q1	$41K	Buy	649 +276	+74%	+$16.5K	﹤0.01%	467
2020 Q4	$21K	Sell	373 -37	-9%	-$1.91K	﹤0.01%	554
2020 Q3	$19K	Hold	410	–	–	﹤0.01%	516
2020 Q2	$17K	Sell	410 -110	-21%	-$4.03K	﹤0.01%	511
2020 Q1	$15K	Buy	520 +35	+7%	+$1.49K	﹤0.01%	506
2019 Q4	$27K	Sell	485 -157	-24%	-$8.11K	﹤0.01%	477
2019 Q3	$31K	Hold	642	–	–	﹤0.01%	404
2019 Q2	$32K	Buy	+642	New	+$33.9K	﹤0.01%	425

Other funds holding DOW

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Dow Inc (DOW) stake by 9.1% in Q4 2022, selling an estimated $4.05K and leaving 825 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Sargent Bickham Lagudis first reported a position in DOW in Q2 2019 and has held it in 15 quarters since. The position peaked at $56K in Q1 2022. 1,521 funds tracked by Wall St. Rank hold DOW as of Q4 2022.

Sargent Bickham Lagudis held 825 shares of Dow Inc worth $41.6K as of Q4 2022.
Sargent Bickham Lagudis sold 83 Dow Inc shares in Q4 2022, an estimated $4.05K.
Dow Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #474 holding.
Sargent Bickham Lagudis first reported a position in Dow Inc in Q2 2019 and has held it in 15 quarters since.
Sargent Bickham Lagudis's Dow Inc position peaked at $56K in Q1 2022.
1,521 funds tracked by Wall St. Rank held Dow Inc as of Q4 2022.

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