SBL
XYZ

Sargent Bickham Lagudis’s Block Inc XYZ Stock Holding History

Sargent Bickham Lagudis’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$15.5K Sell
246
-8
-3% -$494 ﹤0.01% 656
2022
Q3 		$14K Sell
254
-62
-20% -$4.39K ﹤0.01% 646
2022
Q2 		$20K Buy
316
+25
+9% +$2.28K ﹤0.01% 596
2022
Q1 		$40K Buy
291
+23
+9% +$2.79K ﹤0.01% 496
2021
Q4 		$43K Buy
268
+25
+10% +$5.42K ﹤0.01% 480
2021
Q3 		$58K Buy
243
+80
+49% +$20.5K ﹤0.01% 420
2021
Q2 		$40K Buy
163
+95
+140% +$22K ﹤0.01% 492
2021
Q1 		$15K Sell
68
-18
-21% -$4.21K ﹤0.01% 634
2020
Q4 		$19K Hold
86
– – ﹤0.01% 566
2020
Q3 		$14K Hold
86
– – ﹤0.01% 556
2020
Q2 		$9K Sell
86
-100
-54% -$7.66K ﹤0.01% 598
2020
Q1 		$10K Buy
186
+55
+42% +$3.76K ﹤0.01% 561
2019
Q4 		$8K Hold
131
– – ﹤0.01% 646
2019
Q3 		$8K Hold
131
– – ﹤0.01% 594
2019
Q2 		$10K Hold
131
– – ﹤0.01% 595
2019
Q1 		$10K Hold
131
– – ﹤0.01% 621
2018
Q4 		$7K Hold
131
– – ﹤0.01% 629
2018
Q3 		$13K Hold
131
– – ﹤0.01% 573
2018
Q2 		$8K Buy
131
+86
+191% +$4.73K ﹤0.01% 619
2018
Q1 		$2K Hold
45
– – ﹤0.01% 731
2017
Q4 		$2K Buy
+45
New +$1.65K ﹤0.01% 760
2017
Q3 		– Sell
-89
Closed -$2K – 840
2017
Q2 		$2K Buy
+89
New +$1.84K ﹤0.01% 732

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Sargent Bickham Lagudis reduced its Block Inc (XYZ) stake by 3.1% in Q4 2022, selling an estimated $494 and leaving 246 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Sargent Bickham Lagudis first reported a position in XYZ in Q2 2017 and has held it in 22 quarters since. The position peaked at $58K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold XYZ as of Q4 2022.

  • Sargent Bickham Lagudis held 246 shares of Block Inc worth $15.5K as of Q4 2022.
  • Sargent Bickham Lagudis sold 8 Block Inc shares in Q4 2022, an estimated $494.
  • Block Inc made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #656 holding.
  • Sargent Bickham Lagudis first reported a position in Block Inc in Q2 2017 and has held it in 22 quarters since.
  • Sargent Bickham Lagudis's Block Inc position peaked at $58K in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Block Inc as of Q4 2022.

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