Sargent Bickham Lagudis’s Goldman Sachs GS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$344K	Buy	1,002 +448	+81%	+$156K	0.03%	223
2022 Q3	$162K	Sell	554 -6	-1%	-$1.94K	0.01%	262
2022 Q2	$166K	Hold	560	–	–	0.01%	268
2022 Q1	$185K	Hold	560	–	–	0.01%	254
2021 Q4	$214K	Hold	560	–	–	0.02%	238
2021 Q3	$212K	Buy	560 +1	+0.2%	+$391	0.02%	243
2021 Q2	$212K	Buy	559 +6	+1%	+$2.15K	0.02%	245
2021 Q1	$181K	Hold	553	–	–	0.02%	254
2020 Q4	$146K	Sell	553 -50	-8%	-$11.1K	0.01%	279
2020 Q3	$121K	Hold	603	–	–	0.01%	270
2020 Q2	$119K	Hold	603	–	–	0.01%	253
2020 Q1	$93K	Sell	603 -8	-1%	-$1.7K	0.01%	265
2019 Q4	$140K	Buy	611 +29	+5%	+$6.29K	0.02%	236
2019 Q3	$121K	Hold	582	–	–	0.01%	236
2019 Q2	$119K	Hold	582	–	–	0.01%	259
2019 Q1	$112K	Hold	582	–	–	0.01%	271
2018 Q4	$97K	Hold	582	–	–	0.01%	275
2018 Q3	$131K	Sell	582 -77	-12%	-$17.9K	0.02%	244
2018 Q2	$145K	Hold	659	–	–	0.02%	236
2018 Q1	$166K	Buy	659 +38	+6%	+$9.89K	0.02%	227
2017 Q4	$158K	Sell	621 -81	-12%	-$19.9K	0.02%	240
2017 Q3	$167K	Hold	702	–	–	0.02%	231
2017 Q2	$156K	Hold	702	–	–	0.02%	228
2017 Q1	$161K	Buy	702 +12	+2%	+$2.9K	0.02%	232
2016 Q4	$165K	Hold	690	–	–	0.03%	217
2016 Q3	$111K	Sell	690 -30	-4%	-$4.88K	0.02%	258
2016 Q2	$107K	Hold	720	–	–	0.02%	264
2016 Q1	$113K	Buy	+720	New	+$111K	0.02%	265

Other funds holding GS

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

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

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

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

Sargent Bickham Lagudis increased its Goldman Sachs (GS) stake by 81% in Q4 2022, buying an estimated $156K and bringing the position to 1,002 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #223.

Sargent Bickham Lagudis first reported a position in GS in Q1 2016 and has held it in 28 quarters since. 1,885 funds tracked by Wall St. Rank hold GS as of Q4 2022.

Sargent Bickham Lagudis held 1,002 shares of Goldman Sachs worth $344K as of Q4 2022.
Sargent Bickham Lagudis bought 448 Goldman Sachs shares in Q4 2022, an estimated $156K.
Goldman Sachs made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #223 holding.
Sargent Bickham Lagudis first reported a position in Goldman Sachs in Q1 2016 and has held it in 28 quarters since.
1,885 funds tracked by Wall St. Rank held Goldman Sachs as of Q4 2022.

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