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SBL
Sargent Bickham Lagudis’s
PNC Financial Services
PNC
Stock Holding History
Sargent Bickham Lagudis’s Portfolio
PNC Stock Details
PNC Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$92.1K
Hold
583
–
–
0.01%
350
2022
Q3
$87K
Hold
583
–
–
0.01%
329
2022
Q2
$92K
Hold
583
–
–
0.01%
335
2022
Q1
$108K
Sell
583
-8
-1%
-$1.62K
0.01%
326
2021
Q4
$119K
Sell
591
-16
-3%
-$3.26K
0.01%
314
2021
Q3
$119K
Sell
607
-100
-14%
-$18.9K
0.01%
308
2021
Q2
$135K
Buy
707
+250
+55%
+$46.9K
0.01%
304
2021
Q1
$80K
Buy
457
+400
+702%
+$66K
0.01%
363
2020
Q4
$8K
Hold
57
–
–
﹤0.01%
689
2020
Q3
$6K
Hold
57
–
–
﹤0.01%
651
2020
Q2
$6K
Hold
57
–
–
﹤0.01%
631
2020
Q1
$5K
Hold
57
–
–
﹤0.01%
646
2019
Q4
$9K
Hold
57
–
–
﹤0.01%
627
2019
Q3
$8K
Hold
57
–
–
﹤0.01%
591
2019
Q2
$8K
Hold
57
–
–
﹤0.01%
616
2019
Q1
$7K
Hold
57
–
–
﹤0.01%
662
2018
Q4
$7K
Buy
+57
New
+$7.28K
﹤0.01%
626
2017
Q1
–
Sell
-70
Closed
-$8K
–
776
2016
Q4
$8K
Hold
70
–
–
﹤0.01%
586
2016
Q3
$6
Hold
70
–
–
﹤0.01%
630
2016
Q2
$6K
Hold
70
–
–
﹤0.01%
598
2016
Q1
$6K
Buy
+70
New
+$5.96K
﹤0.01%
615
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1-Year Est. Return
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$145B AUM
22.78%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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