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Sageworth Trust Company of South Dakota’s Community Bank CBU Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-20
Closed -$1K – 305
2022
Q2 		$1K Hold
20
– – ﹤0.01% 441
2022
Q1 		$1K Sell
20
-91
-82% -$6.62K ﹤0.01% 481
2021
Q4 		$8K Buy
+111
New +$8.09K 0.01% 416

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CBU Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Community Bank (CBU) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in CBU in Q4 2021 and held it in 3 quarters. The position peaked at $8K in Q4 2021. 249 funds tracked by Wall St. Rank hold CBU as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Community Bank position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 20 Community Bank shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Community Bank in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Community Bank position peaked at $8K in Q4 2021.
  • 249 funds tracked by Wall St. Rank held Community Bank as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.