Sargent Bickham Lagudis’s Welltower WELL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$72.1K	Buy	1,100 +100	+10%	+$6.43K	0.01%	382
2022 Q3	$64K	Hold	1,000	–	–	0.01%	375
2022 Q2	$82K	Hold	1,000	–	–	0.01%	344
2022 Q1	$96K	Hold	1,000	–	–	0.01%	340
2021 Q4	$86K	Hold	1,000	–	–	0.01%	356
2021 Q3	$82K	Hold	1,000	–	–	0.01%	361
2021 Q2	$83K	Hold	1,000	–	–	0.01%	369
2021 Q1	$72K	Hold	1,000	–	–	0.01%	375
2020 Q4	$65K	Buy	+1,000	New	+$60.7K	0.01%	389
2020 Q1	–	Sell	-100	Closed	-$8K	–	929
2019 Q4	$8K	Hold	100	–	–	﹤0.01%	645
2019 Q3	$9K	Buy	+100	New	+$8.7K	﹤0.01%	584
2018 Q1	–	Sell	-374	Closed	-$24K	–	817
2017 Q4	$24K	Hold	374	–	–	﹤0.01%	465
2017 Q3	$26K	Sell	374 -791	-68%	-$57.5K	﹤0.01%	461
2017 Q2	$87K	Buy	1,165 +800	+219%	+$58.5K	0.01%	283
2017 Q1	$26K	Hold	365	–	–	﹤0.01%	450
2016 Q4	$24K	Sell	365 -418	-53%	-$27.7K	﹤0.01%	440
2016 Q3	$59	Buy	783 +338	+76%	+$25.9K	0.01%	318
2016 Q2	$34K	Buy	445 +365	+456%	+$25.9K	0.01%	392
2016 Q1	$6K	Buy	+80	New	+$5.16K	﹤0.01%	616

Other funds holding WELL

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Sargent Bickham Lagudis increased its Welltower (WELL) stake by 10% in Q4 2022, buying an estimated $6.43K and bringing the position to 1,100 shares worth $72.1K. The position accounts for 0.01% of the portfolio, ranked #382.

Sargent Bickham Lagudis first reported a position in WELL in Q1 2016 and has held it in 19 quarters since. The position peaked at $96K in Q1 2022. 798 funds tracked by Wall St. Rank hold WELL as of Q4 2022.

Sargent Bickham Lagudis held 1,100 shares of Welltower worth $72.1K as of Q4 2022.
Sargent Bickham Lagudis bought 100 Welltower shares in Q4 2022, an estimated $6.43K.
Welltower made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #382 holding.
Sargent Bickham Lagudis first reported a position in Welltower in Q1 2016 and has held it in 19 quarters since.
Sargent Bickham Lagudis's Welltower position peaked at $96K in Q1 2022.
798 funds tracked by Wall St. Rank held Welltower as of Q4 2022.

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