Sargent Bickham Lagudis’s Duke Realty Corp. DRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-365	Closed	-$18K	–	1103
2022 Q3	$18K	Hold	365	–	–	﹤0.01%	599
2022 Q2	$20K	Buy	+365	New	+$20K	﹤0.01%	597
2022 Q1	–	Sell	-883	Closed	-$58K	–	1048
2021 Q4	$58K	Hold	883	–	–	﹤0.01%	430
2021 Q3	$42K	Hold	883	–	–	﹤0.01%	479
2021 Q2	$42K	Hold	883	–	–	﹤0.01%	485
2021 Q1	$37K	Hold	883	–	–	﹤0.01%	488
2020 Q4	$35K	Hold	883	–	–	﹤0.01%	478
2020 Q3	$33K	Hold	883	–	–	﹤0.01%	441
2020 Q2	$31K	Hold	883	–	–	﹤0.01%	429
2020 Q1	$29K	Buy	883 +785	+801%	+$26.9K	﹤0.01%	410
2019 Q4	$3K	Buy	+98	New	+$3.38K	﹤0.01%	753
2018 Q2	–	Sell	-441	Closed	-$12K	–	813
2018 Q1	$12K	Hold	441	–	–	﹤0.01%	552
2017 Q4	$12K	Buy	+441	New	+$12.5K	﹤0.01%	582

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Sargent Bickham Lagudis sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 365 shares — an estimated $18K sold.

Sargent Bickham Lagudis first reported a position in DRE in Q4 2017 and held it in 13 quarters. The position peaked at $58K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Sargent Bickham Lagudis reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 365 Duke Realty Corp. shares in Q4 2022, an estimated $18K.
Sargent Bickham Lagudis first reported a position in Duke Realty Corp. in Q4 2017 and held it in 13 quarters.
Sargent Bickham Lagudis's Duke Realty Corp. position peaked at $58K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

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