SBL
MS icon

Sargent Bickham Lagudis’s Morgan Stanley MS Stock Holding History

Sargent Bickham Lagudis’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$378K Buy
4,450
+1,664
+60% +$142K 0.03% 214
2022
Q3 		$220K Sell
2,786
-22
-0.8% -$1.85K 0.02% 232
2022
Q2 		$214K Buy
2,808
+366
+15% +$30K 0.02% 244
2022
Q1 		$214K Hold
2,442
– – 0.02% 241
2021
Q4 		$240K Hold
2,442
– – 0.02% 229
2021
Q3 		$238K Hold
2,442
– – 0.02% 231
2021
Q2 		$224K Buy
2,442
+25
+1% +$2.14K 0.02% 241
2021
Q1 		$188K Hold
2,417
– – 0.02% 245
2020
Q4 		$166K Sell
2,417
-79
-3% -$4.53K 0.02% 263
2020
Q3 		$121K Buy
2,496
+1
+0% +$50 0.01% 271
2020
Q2 		$121K Buy
2,495
+1
+0% +$42 0.01% 249
2020
Q1 		$85K Buy
2,494
+617
+33% +$29.1K 0.01% 273
2019
Q4 		$96K Buy
1,877
+1
+0.1% +$47 0.01% 286
2019
Q3 		$80K Sell
1,876
-100
-5% -$4.27K 0.01% 281
2019
Q2 		$87K Buy
1,976
+101
+5% +$4.5K 0.01% 296
2019
Q1 		$79K Sell
1,875
-156
-8% -$6.57K 0.01% 319
2018
Q4 		$81K Buy
2,031
+1
+0% +$44 0.01% 302
2018
Q3 		$95K Buy
2,030
+156
+8% +$7.62K 0.01% 284
2018
Q2 		$89K Buy
1,874
+1
+0.1% +$52 0.01% 287
2018
Q1 		$101K Hold
1,873
– – 0.01% 266
2017
Q4 		$98K Hold
1,873
– – 0.01% 281
2017
Q3 		$90K Buy
1,873
+1
+0.1% +$46 0.01% 291
2017
Q2 		$83K Hold
1,872
– – 0.01% 285
2017
Q1 		$80K Buy
1,872
+72
+4% +$3.19K 0.01% 295
2016
Q4 		$76K Hold
1,800
– – 0.01% 281
2016
Q3 		$58K Sell
1,800
-240
-12% -$7.16K 0.01% 321
2016
Q2 		$53K Sell
2,040
-360
-15% -$9.41K 0.01% 334
2016
Q1 		$60K Buy
+2,400
New +$61.2K 0.01% 338

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Morgan Stanley (MS) stake by 60% in Q4 2022, buying an estimated $142K and bringing the position to 4,450 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #214.

Sargent Bickham Lagudis first reported a position in MS in Q1 2016 and has held it in 28 quarters since. 1,677 funds tracked by Wall St. Rank hold MS as of Q4 2022.

  • Sargent Bickham Lagudis held 4,450 shares of Morgan Stanley worth $378K as of Q4 2022.
  • Sargent Bickham Lagudis bought 1,664 Morgan Stanley shares in Q4 2022, an estimated $142K.
  • Morgan Stanley made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #214 holding.
  • Sargent Bickham Lagudis first reported a position in Morgan Stanley in Q1 2016 and has held it in 28 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2022.

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