Sageworth Trust Company of South Dakota’s Warrior Met Coal HCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-53	Closed	-$1.95K	–	115
2023 Q1	$1.95K	Hold	53	–	–	﹤0.01%	192
2022 Q4	$2K	Hold	53	–	–	﹤0.01%	205
2022 Q3	$2K	Sell	53 -36	-40%	-$1.11K	﹤0.01%	193
2022 Q2	$3K	Hold	89	–	–	0.01%	302
2022 Q1	$3K	Sell	89 -115	-56%	-$3.68K	0.01%	353
2021 Q4	$5K	Buy	+204	New	+$4.91K	0.01%	513

Other funds holding HCC

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

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Warrior Met Coal (HCC) in Q2 2023, closing a stake of 53 shares — an estimated $1.95K sold.

Sageworth Trust Company of South Dakota first reported a position in HCC in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 241 funds tracked by Wall St. Rank hold HCC as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Warrior Met Coal position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 53 Warrior Met Coal shares in Q2 2023, an estimated $1.95K.
Sageworth Trust Company of South Dakota first reported a position in Warrior Met Coal in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Warrior Met Coal position peaked at $5K in Q4 2021.
241 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2023.

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