SBL
MSCI icon

Sargent Bickham Lagudis’s MSCI MSCI Stock Holding History

Sargent Bickham Lagudis’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$48.4K Hold
104
– – ﹤0.01% 444
2022
Q3 		$44K Sell
104
-3
-3% -$1.37K ﹤0.01% 434
2022
Q2 		$44K Buy
107
+66
+161% +$28.7K ﹤0.01% 449
2022
Q1 		$20K Hold
41
– – ﹤0.01% 603
2021
Q4 		$25K Buy
41
+1
+3% +$627 ﹤0.01% 562
2021
Q3 		$24K Sell
40
-5
-11% -$3.06K ﹤0.01% 575
2021
Q2 		$24K Buy
45
+1
+2% +$477 ﹤0.01% 580
2021
Q1 		$19K Hold
44
– – ﹤0.01% 595
2020
Q4 		$20K Hold
44
– – ﹤0.01% 561
2020
Q3 		$16K Sell
44
-24
-35% -$8.71K ﹤0.01% 535
2020
Q2 		$23K Sell
68
-12
-15% -$3.88K ﹤0.01% 466
2020
Q1 		$23K Buy
+80
New +$22.7K ﹤0.01% 444

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return