SBL
MDRR

Sargent Bickham Lagudis’s Medalist Diversified Inc MDRR Stock Holding History

Sargent Bickham Lagudis’s Portfolio MDRR Stock Details MDRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$10.5K Sell
938
-312
-25% -$3.83K ﹤0.01% 721
2022
Q3 		$16K Buy
+1,250
New +$17K ﹤0.01% 620

Other funds holding MDRR

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kanawha Capital Management Richmond, Virginia $1.54B AUM 21.3% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Medalist Diversified Inc (MDRR) stake by 25% in Q4 2022, selling an estimated $3.83K and leaving 938 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Sargent Bickham Lagudis first reported a position in MDRR in Q3 2022 and has held it in 2 quarters since. The position peaked at $16K in Q3 2022. 13 funds tracked by Wall St. Rank hold MDRR as of Q4 2022.

  • Sargent Bickham Lagudis held 938 shares of Medalist Diversified Inc worth $10.5K as of Q4 2022.
  • Sargent Bickham Lagudis sold 312 Medalist Diversified Inc shares in Q4 2022, an estimated $3.83K.
  • Medalist Diversified Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #721 holding.
  • Sargent Bickham Lagudis first reported a position in Medalist Diversified Inc in Q3 2022 and has held it in 2 quarters since.
  • Sargent Bickham Lagudis's Medalist Diversified Inc position peaked at $16K in Q3 2022.
  • 13 funds tracked by Wall St. Rank held Medalist Diversified Inc as of Q4 2022.

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