Sargent Bickham Lagudis’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$22.5K	Hold	165	–	–	﹤0.01%	579
2022 Q3	$21K	Hold	165	–	–	﹤0.01%	567
2022 Q2	$25K	Hold	165	–	–	﹤0.01%	547
2022 Q1	$30K	Hold	165	–	–	﹤0.01%	541
2021 Q4	$31K	Hold	165	–	–	﹤0.01%	541
2021 Q3	$29K	Hold	165	–	–	﹤0.01%	555
2021 Q2	$29K	Hold	165	–	–	﹤0.01%	556
2021 Q1	$26K	Hold	165	–	–	﹤0.01%	548
2020 Q4	$26K	Hold	165	–	–	﹤0.01%	523
2020 Q3	$22K	Hold	165	–	–	﹤0.01%	500
2020 Q2	$21K	Hold	165	–	–	﹤0.01%	485
2020 Q1	$20K	Hold	165	–	–	﹤0.01%	472
2019 Q4	$23K	Hold	165	–	–	﹤0.01%	502
2019 Q3	$22K	Hold	165	–	–	﹤0.01%	466
2019 Q2	$20K	Hold	165	–	–	﹤0.01%	495
2019 Q1	$19K	Hold	165	–	–	﹤0.01%	521
2018 Q4	$19K	Hold	165	–	–	﹤0.01%	497
2018 Q3	$21K	Hold	165	–	–	﹤0.01%	494
2018 Q2	$21K	Hold	165	–	–	﹤0.01%	481
2018 Q1	$22K	Hold	165	–	–	﹤0.01%	464
2017 Q4	$21K	Hold	165	–	–	﹤0.01%	491
2017 Q3	$20K	Hold	165	–	–	﹤0.01%	502
2017 Q2	$17K	Hold	165	–	–	﹤0.01%	502
2017 Q1	$18K	Hold	165	–	–	﹤0.01%	501
2016 Q4	$19K	Hold	165	–	–	﹤0.01%	471
2016 Q3	$19	Hold	165	–	–	﹤0.01%	486
2016 Q2	$16K	Buy	+165	New	+$16.9K	﹤0.01%	491

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Toyota (TM) position steady in Q4 2022 at 165 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Sargent Bickham Lagudis first reported a position in TM in Q2 2016 and has held it in 27 quarters since. The position peaked at $31K in Q4 2021. 432 funds tracked by Wall St. Rank hold TM as of Q4 2022.

Sargent Bickham Lagudis held 165 shares of Toyota worth $22.5K as of Q4 2022.
Sargent Bickham Lagudis left its Toyota share count unchanged in Q4 2022.
Toyota made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #579 holding.
Sargent Bickham Lagudis first reported a position in Toyota in Q2 2016 and has held it in 27 quarters since.
Sargent Bickham Lagudis's Toyota position peaked at $31K in Q4 2021.
432 funds tracked by Wall St. Rank held Toyota as of Q4 2022.

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