STCOSD
GMS

Sageworth Trust Company of South Dakota’s GMS Inc GMS Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-37
Closed -$2.14K – 110
2023
Q1 		$2.14K Hold
37
– – 0.01% 188
2022
Q4 		$2K Hold
37
– – ﹤0.01% 204
2022
Q3 		$1K Sell
37
-26
-41% -$1.24K ﹤0.01% 220
2022
Q2 		$3K Sell
63
-59
-48% -$2.8K 0.01% 299
2022
Q1 		$6K Sell
122
-21
-15% -$1.1K 0.01% 267
2021
Q4 		$9K Buy
+143
New +$7.72K 0.01% 400

Other funds holding GMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sageworth Trust Company of South Dakota's GMS Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of GMS Inc (GMS) in Q2 2023, closing a stake of 37 shares — an estimated $2.14K sold.

Sageworth Trust Company of South Dakota first reported a position in GMS in Q4 2021 and held it in 6 quarters. The position peaked at $9K in Q4 2021. 272 funds tracked by Wall St. Rank hold GMS as of Q2 2023.

  • Sageworth Trust Company of South Dakota reported no remaining GMS Inc position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 37 GMS Inc shares in Q2 2023, an estimated $2.14K.
  • Sageworth Trust Company of South Dakota first reported a position in GMS Inc in Q4 2021 and held it in 6 quarters.
  • Sageworth Trust Company of South Dakota's GMS Inc position peaked at $9K in Q4 2021.
  • 272 funds tracked by Wall St. Rank held GMS Inc as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.