Sargent Bickham Lagudis’s StoneCo STNE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.83K	Hold	300	–	–	﹤0.01%	871
2022 Q3	$3K	Hold	300	–	–	﹤0.01%	856
2022 Q2	$2K	Hold	300	–	–	﹤0.01%	943
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	825
2021 Q4	$5K	Hold	300	–	–	﹤0.01%	803
2021 Q3	$10K	Buy	300 +100	+50%	+$5.19K	﹤0.01%	721
2021 Q2	$13K	Buy	200 +100	+100%	+$6.48K	﹤0.01%	678
2021 Q1	$6K	Sell	100 -9	-8%	-$702	﹤0.01%	778
2020 Q4	$9K	Buy	109 +100	+1,111%	+$6.7K	﹤0.01%	675
2020 Q3	$0	Hold	9	–	–	﹤0.01%	832
2020 Q2	$0	Hold	9	–	–	﹤0.01%	817
2020 Q1	$0	Buy	+9	New	+$343	﹤0.01%	909

Other funds holding STNE

Madrone Advisors Menlo Park, California $1.39B AUM 10.34% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Kora Management Brooklyn, New York $843M AUM 11.3% 1-Year Est. Return

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

Sargent Bickham Lagudis held its StoneCo (STNE) position steady in Q4 2022 at 300 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Sargent Bickham Lagudis first reported a position in STNE in Q1 2020 and has held it in 12 quarters since. The position peaked at $13K in Q2 2021. 253 funds tracked by Wall St. Rank hold STNE as of Q4 2022.

Sargent Bickham Lagudis held 300 shares of StoneCo worth $2.83K as of Q4 2022.
Sargent Bickham Lagudis left its StoneCo share count unchanged in Q4 2022.
StoneCo made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #871 holding.
Sargent Bickham Lagudis first reported a position in StoneCo in Q1 2020 and has held it in 12 quarters since.
Sargent Bickham Lagudis's StoneCo position peaked at $13K in Q2 2021.
253 funds tracked by Wall St. Rank held StoneCo as of Q4 2022.

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