Sargent Bickham Lagudis’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$5.25K	Hold	44	–	–	﹤0.01%	798
2022 Q3	$5K	Buy	44 +14	+47%	+$1.62K	﹤0.01%	789
2022 Q2	$3K	Hold	30	–	–	﹤0.01%	887
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	865
2021 Q4	$4K	Hold	30	–	–	﹤0.01%	836
2021 Q3	$4K	Hold	30	–	–	﹤0.01%	835
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	847
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	843
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	792
2020 Q3	$3K	Buy	+30	New	+$2.33K	﹤0.01%	709

Other funds holding TRI

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

Sargent Bickham Lagudis held its Thomson Reuters (TRI) position steady in Q4 2022 at 44 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Sargent Bickham Lagudis first reported a position in TRI in Q3 2020 and has held it in 10 quarters since. 396 funds tracked by Wall St. Rank hold TRI as of Q4 2022.

Sargent Bickham Lagudis held 44 shares of Thomson Reuters worth $5.25K as of Q4 2022.
Sargent Bickham Lagudis left its Thomson Reuters share count unchanged in Q4 2022.
Thomson Reuters made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #798 holding.
Sargent Bickham Lagudis first reported a position in Thomson Reuters in Q3 2020 and has held it in 10 quarters since.
396 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2022.

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