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Sargent Bickham Lagudis’s National Grid NGG Stock Holding History

Sargent Bickham Lagudis’s Portfolio NGG Stock Details NGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$358K Sell
6,297
-212
-3% -$11.3K 0.03% 220
2022
Q3 		$311K Sell
6,509
-236
-3% -$14.2K 0.03% 207
2022
Q2 		$404K Sell
6,745
-554
-8% -$36.6K 0.03% 195
2022
Q1 		$505K Buy
7,299
+495
+7% +$32.8K 0.04% 182
2021
Q4 		$443K Buy
6,804
+430
+7% +$25.2K 0.03% 184
2021
Q3 		$336K Buy
+6,374
New +$366K 0.03% 199

Other funds holding NGG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its National Grid (NGG) stake by 3.3% in Q4 2022, selling an estimated $11.3K and leaving 6,297 shares worth $358K. The position accounts for 0.03% of the portfolio, ranked #220.

Sargent Bickham Lagudis first reported a position in NGG in Q3 2021 and has held it in 6 quarters since. The position peaked at $505K in Q1 2022. 390 funds tracked by Wall St. Rank hold NGG as of Q4 2022.

  • Sargent Bickham Lagudis held 6,297 shares of National Grid worth $358K as of Q4 2022.
  • Sargent Bickham Lagudis sold 212 National Grid shares in Q4 2022, an estimated $11.3K.
  • National Grid made up 0.03% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #220 holding.
  • Sargent Bickham Lagudis first reported a position in National Grid in Q3 2021 and has held it in 6 quarters since.
  • Sargent Bickham Lagudis's National Grid position peaked at $505K in Q1 2022.
  • 390 funds tracked by Wall St. Rank held National Grid as of Q4 2022.

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