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Sargent Bickham Lagudis’s Matthews International MATW Stock Holding History

Sargent Bickham Lagudis’s Portfolio MATW Stock Details MATW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-225
Closed -$11K – 774
2018
Q3 		$11K Hold
225
– – ﹤0.01% 599
2018
Q2 		$13K Hold
225
– – ﹤0.01% 545
2018
Q1 		$11K Hold
225
– – ﹤0.01% 555
2017
Q4 		$12K Buy
+225
New +$13.1K ﹤0.01% 578

Other funds holding MATW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Sargent Bickham Lagudis's MATW Position: Q4 2018 in Review

Sargent Bickham Lagudis sold out of Matthews International (MATW) in Q4 2018, closing a stake of 225 shares — an estimated $11K sold.

Sargent Bickham Lagudis first reported a position in MATW in Q4 2017 and held it in 4 quarters. The position peaked at $13K in Q2 2018. 178 funds tracked by Wall St. Rank hold MATW as of Q4 2018.

  • Sargent Bickham Lagudis reported no remaining Matthews International position as of Q4 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 225 Matthews International shares in Q4 2018, an estimated $11K.
  • Sargent Bickham Lagudis first reported a position in Matthews International in Q4 2017 and held it in 4 quarters.
  • Sargent Bickham Lagudis's Matthews International position peaked at $13K in Q2 2018.
  • 178 funds tracked by Wall St. Rank held Matthews International as of Q4 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2018, filed 13 Sep 2021.