Sageworth Trust Company of South Dakota’s Caleres CAL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-50	Closed	-$1.08K	–	62
2023 Q1	$1.08K	Hold	50	–	–	﹤0.01%	217
2022 Q4	$1K	Hold	50	–	–	﹤0.01%	226
2022 Q3	$1K	Sell	50 -21	-30%	-$555	﹤0.01%	212
2022 Q2	$2K	Sell	71 -33	-32%	-$817	﹤0.01%	349
2022 Q1	$2K	Sell	104 -18	-15%	-$390	﹤0.01%	386
2021 Q4	$3K	Buy	+122	New	+$2.91K	﹤0.01%	584

Other funds holding CAL

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Sageworth Trust Company of South Dakota sold out of Caleres (CAL) in Q2 2023, closing a stake of 50 shares — an estimated $1.08K sold.

Sageworth Trust Company of South Dakota first reported a position in CAL in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q4 2021. 165 funds tracked by Wall St. Rank hold CAL as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Caleres position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 50 Caleres shares in Q2 2023, an estimated $1.08K.
Sageworth Trust Company of South Dakota first reported a position in Caleres in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Caleres position peaked at $3K in Q4 2021.
165 funds tracked by Wall St. Rank held Caleres as of Q2 2023.

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