Sargent Bickham Lagudis’s Marathon Petroleum MPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$151K	Hold	1,300	–	–	0.01%	292
2022 Q3	$129K	Sell	1,300 -57	-4%	-$5.34K	0.01%	279
2022 Q2	$112K	Buy	1,357 +57	+4%	+$5.33K	0.01%	305
2022 Q1	$111K	Hold	1,300	–	–	0.01%	322
2021 Q4	$83K	Sell	1,300 -200	-13%	-$12.9K	0.01%	364
2021 Q3	$93K	Hold	1,500	–	–	0.01%	345
2021 Q2	$91K	Hold	1,500	–	–	0.01%	354
2021 Q1	$80K	Buy	+1,500	New	+$75.8K	0.01%	361
2020 Q1	–	Sell	-861	Closed	-$52K	–	860
2019 Q4	$52K	Buy	+861	New	+$53.9K	0.01%	377
2019 Q2	–	Sell	-488	Closed	-$29K	–	788
2019 Q1	$29K	Hold	488	–	–	﹤0.01%	459
2018 Q4	$29K	Buy	+488	New	+$33.3K	﹤0.01%	437
2016 Q4	–	Sell	-750	Closed	-$30	–	735
2016 Q3	$30	Buy	+750	New	+$30.4K	﹤0.01%	426
2016 Q2	–	Sell	-422	Closed	-$16K	–	750
2016 Q1	$16K	Buy	+422	New	+$16K	﹤0.01%	504

Other funds holding MPC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Marathon Petroleum (MPC) position steady in Q4 2022 at 1,300 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #292.

Sargent Bickham Lagudis first reported a position in MPC in Q1 2016 and has held it in 13 quarters since. 1,387 funds tracked by Wall St. Rank hold MPC as of Q4 2022.

Sargent Bickham Lagudis held 1,300 shares of Marathon Petroleum worth $151K as of Q4 2022.
Sargent Bickham Lagudis left its Marathon Petroleum share count unchanged in Q4 2022.
Marathon Petroleum made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #292 holding.
Sargent Bickham Lagudis first reported a position in Marathon Petroleum in Q1 2016 and has held it in 13 quarters since.
1,387 funds tracked by Wall St. Rank held Marathon Petroleum as of Q4 2022.

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