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Sargent Bickham Lagudis’s Gen Digital GEN Stock Holding History

Sargent Bickham Lagudis’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-350
Closed -$11K – 779
2017
Q1 		$11K Buy
+350
New +$9.93K ﹤0.01% 575

Other funds holding GEN

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sargent Bickham Lagudis's GEN Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of Gen Digital (GEN) in Q2 2017, closing a stake of 350 shares — an estimated $11K sold.

Sargent Bickham Lagudis first reported a position in GEN in Q1 2017 and held it in 1 quarter. The position peaked at $11K in Q1 2017. 519 funds tracked by Wall St. Rank hold GEN as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining Gen Digital position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 350 Gen Digital shares in Q2 2017, an estimated $11K.
  • Sargent Bickham Lagudis first reported a position in Gen Digital in Q1 2017 and held it in 1 quarter.
  • Sargent Bickham Lagudis's Gen Digital position peaked at $11K in Q1 2017.
  • 519 funds tracked by Wall St. Rank held Gen Digital as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.