Sageworth Trust Company of South Dakota’s Boise Cascade BCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-47	Closed	-$2.97K	–	55
2023 Q1	$2.97K	Sell	47 -47	-50%	-$3.26K	0.01%	169
2022 Q4	$6K	Hold	94	–	–	0.01%	140
2022 Q3	$6K	Sell	94 -31	-25%	-$2K	0.01%	132
2022 Q2	$7K	Sell	125 -28	-18%	-$2.07K	0.01%	178
2022 Q1	$11K	Sell	153 -26	-15%	-$1.96K	0.02%	180
2021 Q4	$13K	Buy	+179	New	+$11.5K	0.02%	305

Other funds holding BCC

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Boise Cascade (BCC) in Q2 2023, closing a stake of 47 shares — an estimated $2.97K sold.

Sageworth Trust Company of South Dakota first reported a position in BCC in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 315 funds tracked by Wall St. Rank hold BCC as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Boise Cascade position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 47 Boise Cascade shares in Q2 2023, an estimated $2.97K.
Sageworth Trust Company of South Dakota first reported a position in Boise Cascade in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Boise Cascade position peaked at $13K in Q4 2021.
315 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2023.

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