Sargent Bickham Lagudis’s United-Guardian UG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.19K	Buy	210 +5	+2%	+$60	﹤0.01%	907
2022 Q3	$2K	Hold	205	–	–	﹤0.01%	905
2022 Q2	$3K	Buy	205 +4	+2%	+$79	﹤0.01%	888
2022 Q1	$5K	Hold	201	–	–	﹤0.01%	803
2021 Q4	$3K	Buy	201 +8	+4%	+$121	﹤0.01%	868
2021 Q3	$3K	Hold	193	–	–	﹤0.01%	870
2021 Q2	$3K	Buy	193 +6	+3%	+$93	﹤0.01%	848
2021 Q1	$3K	Hold	187	–	–	﹤0.01%	844
2020 Q4	$3K	Buy	187 +4	+2%	+$58	﹤0.01%	793
2020 Q3	$3K	Hold	183	–	–	﹤0.01%	711
2020 Q2	$3K	Buy	183 +5	+3%	+$75	﹤0.01%	690
2020 Q1	$3K	Hold	178	–	–	﹤0.01%	685
2019 Q4	$3K	Buy	178 +5	+3%	+$96	﹤0.01%	750
2019 Q3	$3K	Hold	173	–	–	﹤0.01%	665
2019 Q2	$3K	Buy	173 +5	+3%	+$96	﹤0.01%	702
2019 Q1	$3K	Hold	168	–	–	﹤0.01%	736
2018 Q4	$3K	Buy	168 +5	+3%	+$86	﹤0.01%	702
2018 Q3	$3K	Hold	163	–	–	﹤0.01%	723
2018 Q2	$3K	Buy	163 +4	+3%	+$74	﹤0.01%	705
2018 Q1	$3K	Hold	159	–	–	﹤0.01%	706
2017 Q4	$3K	Buy	159 +8	+5%	+$147	﹤0.01%	734
2017 Q3	$3K	Hold	151	–	–	﹤0.01%	742
2017 Q2	$2K	Buy	151 +4	+3%	+$59	﹤0.01%	728
2017 Q1	$2K	Buy	+147	New	+$2.23K	﹤0.01%	706

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

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

Sargent Bickham Lagudis increased its United-Guardian (UG) stake by 2.4% in Q4 2022, buying an estimated $60 and bringing the position to 210 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Sargent Bickham Lagudis first reported a position in UG in Q1 2017 and has held it in 24 quarters since. The position peaked at $5K in Q1 2022. 32 funds tracked by Wall St. Rank hold UG as of Q4 2022.

Sargent Bickham Lagudis held 210 shares of United-Guardian worth $2.19K as of Q4 2022.
Sargent Bickham Lagudis bought 5 United-Guardian shares in Q4 2022, an estimated $60.
United-Guardian made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #907 holding.
Sargent Bickham Lagudis first reported a position in United-Guardian in Q1 2017 and has held it in 24 quarters since.
Sargent Bickham Lagudis's United-Guardian position peaked at $5K in Q1 2022.
32 funds tracked by Wall St. Rank held United-Guardian as of Q4 2022.

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