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Sargent Bickham Lagudis’s Federal Realty Investment Trust FRT Stock Holding History

Sargent Bickham Lagudis’s Portfolio FRT Stock Details FRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-507
Closed -$69K – 855
2019
Q3 		$69K Buy
+507
New +$66.8K 0.01% 301
2017
Q4 		– Sell
-5
Closed -$1K – 802
2017
Q3 		$1K Hold
5
– – ﹤0.01% 787
2017
Q2 		$1K Hold
5
– – ﹤0.01% 747
2017
Q1 		$1K Sell
5
-797
-99% -$110K ﹤0.01% 721
2016
Q4 		$114K Buy
802
+5
+0.6% +$710 0.02% 246
2016
Q3 		$123 Buy
797
+667
+513% +$108K 0.02% 248
2016
Q2 		$22K Buy
130
+1
+0.8% +$156 ﹤0.01% 447
2016
Q1 		$20K Buy
+129
New +$19.3K ﹤0.01% 480

Other funds holding FRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sargent Bickham Lagudis's FRT Position: Q4 2019 in Review

Sargent Bickham Lagudis sold out of Federal Realty Investment Trust (FRT) in Q4 2019, closing a stake of 507 shares — an estimated $69K sold.

Sargent Bickham Lagudis first reported a position in FRT in Q1 2016 and held it in 8 quarters. The position peaked at $114K in Q4 2016. 427 funds tracked by Wall St. Rank hold FRT as of Q4 2019.

  • Sargent Bickham Lagudis reported no remaining Federal Realty Investment Trust position as of Q4 2019 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 507 Federal Realty Investment Trust shares in Q4 2019, an estimated $69K.
  • Sargent Bickham Lagudis first reported a position in Federal Realty Investment Trust in Q1 2016 and held it in 8 quarters.
  • Sargent Bickham Lagudis's Federal Realty Investment Trust position peaked at $114K in Q4 2016.
  • 427 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q4 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2019, filed 14 Sep 2021.