Sageworth Trust Company of South Dakota’s Accendra Health ACH Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-182	Closed	-$2.65K	–	154
2023 Q1	$2.65K	Hold	182	–	–	0.01%	177
2022 Q4	$4K	Hold	182	–	–	0.01%	167
2022 Q3	$4K	Sell	182 -47	-21%	-$1.45K	0.01%	157
2022 Q2	$7K	Buy	229 +71	+45%	+$2.57K	0.01%	187
2022 Q1	$7K	Sell	158 -113	-42%	-$4.85K	0.01%	248
2021 Q4	$12K	Buy	+271	New	+$10.6K	0.02%	335

Other funds holding ACH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sageworth Trust Company of South Dakota's ACH Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Accendra Health (ACH) in Q2 2023, closing a stake of 182 shares — an estimated $2.65K sold.

Sageworth Trust Company of South Dakota first reported a position in ACH in Q4 2021 and held it in 6 quarters. The position peaked at $12K in Q4 2021. 230 funds tracked by Wall St. Rank hold ACH as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Accendra Health position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 182 Accendra Health shares in Q2 2023, an estimated $2.65K.
Sageworth Trust Company of South Dakota first reported a position in Accendra Health in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Accendra Health position peaked at $12K in Q4 2021.
230 funds tracked by Wall St. Rank held Accendra Health as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.