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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Sargent Bickham Lagudis held its MSCI (MSCI) position steady in Q4 2022 at 104 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Sargent Bickham Lagudis first reported a position in MSCI in Q1 2020 and has held it in 12 quarters since. 801 funds tracked by Wall St. Rank hold MSCI as of Q4 2022.

Sargent Bickham Lagudis held 104 shares of MSCI worth $48.4K as of Q4 2022.
Sargent Bickham Lagudis left its MSCI share count unchanged in Q4 2022.
MSCI made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #444 holding.
Sargent Bickham Lagudis first reported a position in MSCI in Q1 2020 and has held it in 12 quarters since.
801 funds tracked by Wall St. Rank held MSCI as of Q4 2022.

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