Sargent Bickham Lagudis’s MKS Inc MKSI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$35K	Hold	413	–	–	﹤0.01%	502
2022 Q3	$34K	Hold	413	–	–	﹤0.01%	481
2022 Q2	$42K	Hold	413	–	–	﹤0.01%	456
2022 Q1	$62K	Hold	413	–	–	﹤0.01%	410
2021 Q4	$72K	Hold	413	–	–	0.01%	390
2021 Q3	$62K	Hold	413	–	–	0.01%	405
2021 Q2	$73K	Sell	413 -23	-5%	-$4.18K	0.01%	387
2021 Q1	$81K	Hold	436	–	–	0.01%	359
2020 Q4	$66K	Buy	436 +23	+6%	+$3.01K	0.01%	384
2020 Q3	$45K	Hold	413	–	–	﹤0.01%	393
2020 Q2	$47K	Hold	413	–	–	0.01%	364
2020 Q1	$34K	Hold	413	–	–	﹤0.01%	387
2019 Q4	$45K	Hold	413	–	–	0.01%	400
2019 Q3	$38K	Hold	413	–	–	﹤0.01%	382
2019 Q2	$32K	Hold	413	–	–	﹤0.01%	427
2019 Q1	$38K	Hold	413	–	–	﹤0.01%	427
2018 Q4	$27K	Hold	413	–	–	﹤0.01%	448
2018 Q3	$33K	Hold	413	–	–	﹤0.01%	428
2018 Q2	$40K	Hold	413	–	–	0.01%	390
2018 Q1	$48K	Hold	413	–	–	0.01%	366
2017 Q4	$39K	Hold	413	–	–	﹤0.01%	410
2017 Q3	$39K	Hold	413	–	–	﹤0.01%	406
2017 Q2	$28K	Hold	413	–	–	﹤0.01%	440
2017 Q1	$28K	Hold	413	–	–	﹤0.01%	441
2016 Q4	$25K	Hold	413	–	–	﹤0.01%	437
2016 Q3	$21	Hold	413	–	–	﹤0.01%	475
2016 Q2	$18K	Hold	413	–	–	﹤0.01%	474
2016 Q1	$16K	Buy	+413	New	+$14.1K	﹤0.01%	503

Other funds holding MKSI

Carlyle Group Washington, District of Columbia $10.6B AUM 11.25% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Sargent Bickham Lagudis held its MKS Inc (MKSI) position steady in Q4 2022 at 413 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Sargent Bickham Lagudis first reported a position in MKSI in Q1 2016 and has held it in 28 quarters since. The position peaked at $81K in Q1 2021. 315 funds tracked by Wall St. Rank hold MKSI as of Q4 2022.

Sargent Bickham Lagudis held 413 shares of MKS Inc worth $35K as of Q4 2022.
Sargent Bickham Lagudis left its MKS Inc share count unchanged in Q4 2022.
MKS Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #502 holding.
Sargent Bickham Lagudis first reported a position in MKS Inc in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's MKS Inc position peaked at $81K in Q1 2021.
315 funds tracked by Wall St. Rank held MKS Inc as of Q4 2022.

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