Sageworth Trust Company of South Dakota’s First Industrial Realty Trust FR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-10,057	Closed	-$530K	–	51
2023 Q4	$530K	Buy	+10,057	New	+$469K	1%	30
2022 Q3	–	Sell	-94	Closed	-$4K	–	387
2022 Q2	$4K	Sell	94 -136	-59%	-$7.45K	0.01%	246
2022 Q1	$14K	Sell	230 -295	-56%	-$17.7K	0.03%	151
2021 Q4	$35K	Buy	+525	New	+$31.6K	0.05%	144

Other funds holding FR

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust Company of South Dakota's FR Position: Q1 2024 in Review

Sageworth Trust Company of South Dakota sold out of First Industrial Realty Trust (FR) in Q1 2024, closing a stake of 10,057 shares — an estimated $530K sold.

Sageworth Trust Company of South Dakota first reported a position in FR in Q4 2021 and held it in 4 quarters. The position peaked at $530K in Q4 2023. 374 funds tracked by Wall St. Rank hold FR as of Q1 2024.

Sageworth Trust Company of South Dakota reported no remaining First Industrial Realty Trust position as of Q1 2024 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 10,057 First Industrial Realty Trust shares in Q1 2024, an estimated $530K.
Sageworth Trust Company of South Dakota first reported a position in First Industrial Realty Trust in Q4 2021 and held it in 4 quarters.
Sageworth Trust Company of South Dakota's First Industrial Realty Trust position peaked at $530K in Q4 2023.
374 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2024.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2024, filed 16 Apr 2024.