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Sageworth Trust Company of South Dakota’s Donaldson DCI Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-99
Closed -$5K – 343
2022
Q2 		$5K Hold
99
– – 0.01% 227
2022
Q1 		$5K Sell
99
-437
-82% -$23.8K 0.01% 286
2021
Q4 		$32K Buy
+536
New +$31.7K 0.05% 156

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

Sageworth Trust Company of South Dakota sold out of Donaldson (DCI) in Q3 2022, closing a stake of 99 shares — an estimated $5K sold.

Sageworth Trust Company of South Dakota first reported a position in DCI in Q4 2021 and held it in 3 quarters. The position peaked at $32K in Q4 2021. 388 funds tracked by Wall St. Rank hold DCI as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Donaldson position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 99 Donaldson shares in Q3 2022, an estimated $5K.
  • Sageworth Trust Company of South Dakota first reported a position in Donaldson in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Donaldson position peaked at $32K in Q4 2021.
  • 388 funds tracked by Wall St. Rank held Donaldson as of Q3 2022.

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