Sageworth Trust Company of South Dakota’s Federated Hermes FHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-73	Closed	-$2K	–	382
2022 Q2	$2K	Hold	73	–	–	﹤0.01%	365
2022 Q1	$2K	Sell	73 -330	-82%	-$11.2K	﹤0.01%	399
2021 Q4	$15K	Buy	+403	New	+$14K	0.02%	279

Other funds holding FHI

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Federated Hermes (FHI) in Q3 2022, closing a stake of 73 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in FHI in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 279 funds tracked by Wall St. Rank hold FHI as of Q3 2022.

Sageworth Trust Company of South Dakota reported no remaining Federated Hermes position as of Q3 2022 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 73 Federated Hermes shares in Q3 2022, an estimated $2K.
Sageworth Trust Company of South Dakota first reported a position in Federated Hermes in Q4 2021 and held it in 3 quarters.
Sageworth Trust Company of South Dakota's Federated Hermes position peaked at $15K in Q4 2021.
279 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2022.

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