STCOSD
CHCT

Sageworth Trust Company of South Dakota’s Community Healthcare Trust CHCT Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio CHCT Stock Details CHCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11
Closed – – 313
2022
Q2 		$0 Hold
11
– – ﹤0.01% 598
2022
Q1 		$0 Sell
11
-60
-85% -$2.6K ﹤0.01% 624
2021
Q4 		$3K Buy
+71
New +$3.26K ﹤0.01% 586

Other funds holding CHCT

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Vanguard Group
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Community Healthcare Trust (CHCT) in Q3 2022, closing a stake of 11 shares.

Sageworth Trust Company of South Dakota first reported a position in CHCT in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 176 funds tracked by Wall St. Rank hold CHCT as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Community Healthcare Trust position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 11 Community Healthcare Trust shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in Community Healthcare Trust in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Community Healthcare Trust position peaked at $3K in Q4 2021.
  • 176 funds tracked by Wall St. Rank held Community Healthcare Trust as of Q3 2022.

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