Sargent Bickham Lagudis’s Ubiquiti UI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10	Closed	-$2K	–	1127
2022 Q2	$2K	Buy	+10	New	+$2.66K	﹤0.01%	950
2020 Q2	–	Sell	-160	Closed	-$23K	–	823
2020 Q1	$23K	Hold	160	–	–	﹤0.01%	449
2019 Q4	$30K	Hold	160	–	–	﹤0.01%	460
2019 Q3	$19K	Hold	160	–	–	﹤0.01%	483
2019 Q2	$21K	Sell	160 -40	-20%	-$5.79K	﹤0.01%	489
2019 Q1	$30K	Buy	+200	New	+$25.2K	﹤0.01%	457

Other funds holding UI

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

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

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sargent Bickham Lagudis's UI Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Ubiquiti (UI) in Q3 2022, closing a stake of 10 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in UI in Q1 2019 and held it in 6 quarters. The position peaked at $30K in Q4 2019. 213 funds tracked by Wall St. Rank hold UI as of Q3 2022.

Sargent Bickham Lagudis reported no remaining Ubiquiti position as of Q3 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 10 Ubiquiti shares in Q3 2022, an estimated $2K.
Sargent Bickham Lagudis first reported a position in Ubiquiti in Q1 2019 and held it in 6 quarters.
Sargent Bickham Lagudis's Ubiquiti position peaked at $30K in Q4 2019.
213 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.