Sargent Bickham Lagudis’s S&P Global SPGI Stock Holding History

Sargent Bickham Lagudis’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$929K	Sell	2,773 -59	-2%	-$19.4K	0.08%	136
2022 Q3	$865K	Sell	2,832 -393	-12%	-$141K	0.08%	133
2022 Q2	$1.09M	Sell	3,225 -1,300	-29%	-$463K	0.09%	129
2022 Q1	$1.86M	Buy	4,525 +4,424	+4,380%	+$1.8M	0.14%	110
2021 Q4	$48K	Sell	101 -2	-2%	-$915	﹤0.01%	462
2021 Q3	$44K	Buy	103 +89	+636%	+$38.6K	﹤0.01%	468
2021 Q2	$6K	Hold	14	–	–	﹤0.01%	784
2021 Q1	$5K	Hold	14	–	–	﹤0.01%	794
2020 Q4	$5K	Buy	+14	New	+$4.72K	﹤0.01%	745
2019 Q3	–	Sell	-80	Closed	-$18K	–	775
2019 Q2	$18K	Buy	+80	New	+$17.5K	﹤0.01%	514

Other funds holding SPGI

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

TCI Fund Management London, United Kingdom $52.8B AUM 12.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its S&P Global (SPGI) stake by 2.1% in Q4 2022, selling an estimated $19.4K and leaving 2,773 shares worth $929K. The position accounts for 0.08% of the portfolio, ranked #136.

Sargent Bickham Lagudis first reported a position in SPGI in Q2 2019 and has held it in 10 quarters since. The position peaked at $1.86M in Q1 2022. 1,568 funds tracked by Wall St. Rank hold SPGI as of Q4 2022.

Sargent Bickham Lagudis held 2,773 shares of S&P Global worth $929K as of Q4 2022.
Sargent Bickham Lagudis sold 59 S&P Global shares in Q4 2022, an estimated $19.4K.
S&P Global made up 0.08% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #136 holding.
Sargent Bickham Lagudis first reported a position in S&P Global in Q2 2019 and has held it in 10 quarters since.
Sargent Bickham Lagudis's S&P Global position peaked at $1.86M in Q1 2022.
1,568 funds tracked by Wall St. Rank held S&P Global as of Q4 2022.

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