Sargent Bickham Lagudis’s Five Below FIVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-200	Closed	-$13K	–	771
2017 Q4	$13K	Buy	+200	New	+$12K	﹤0.01%	563

Other funds holding FIVE

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Sargent Bickham Lagudis's FIVE Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of Five Below (FIVE) in Q1 2018, closing a stake of 200 shares — an estimated $13K sold.

Sargent Bickham Lagudis first reported a position in FIVE in Q4 2017 and held it in 1 quarter. The position peaked at $13K in Q4 2017. 338 funds tracked by Wall St. Rank hold FIVE as of Q1 2018.

Sargent Bickham Lagudis reported no remaining Five Below position as of Q1 2018 after selling out during the quarter.
Sargent Bickham Lagudis sold 200 Five Below shares in Q1 2018, an estimated $13K.
Sargent Bickham Lagudis first reported a position in Five Below in Q4 2017 and held it in 1 quarter.
Sargent Bickham Lagudis's Five Below position peaked at $13K in Q4 2017.
338 funds tracked by Wall St. Rank held Five Below as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.