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Sargent Bickham Lagudis’s Realty Income O Stock Holding History

Sargent Bickham Lagudis’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-298
Closed -$20.8K – 869
2019
Q4 		$21K Buy
+298
New +$22.2K ﹤0.01% 516
2017
Q3 		– Sell
-826
Closed -$44K – 831
2017
Q2 		$44K Buy
+826
New +$45.7K 0.01% 378

Other funds holding O

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sargent Bickham Lagudis's O Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Realty Income (O) in Q1 2020, closing a stake of 298 shares — an estimated $20.8K sold.

Sargent Bickham Lagudis first reported a position in O in Q2 2017 and held it in 2 quarters. The position peaked at $44K in Q2 2017. 763 funds tracked by Wall St. Rank hold O as of Q1 2020.

  • Sargent Bickham Lagudis reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 298 Realty Income shares in Q1 2020, an estimated $20.8K.
  • Sargent Bickham Lagudis first reported a position in Realty Income in Q2 2017 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Realty Income position peaked at $44K in Q2 2017.
  • 763 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.