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Sageworth Trust Company of South Dakota’s Healthcare Services Group HCSG Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-475
Closed -$8K – 410
2022
Q2 		$8K Hold
475
– – 0.02% 171
2022
Q1 		$9K Sell
475
-2,105
-82% -$36.3K 0.02% 211
2021
Q4 		$46K Buy
+2,580
New +$50.2K 0.07% 106

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $5.85B AUM 12.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Healthcare Services Group (HCSG) in Q3 2022, closing a stake of 475 shares — an estimated $8K sold.

Sageworth Trust Company of South Dakota first reported a position in HCSG in Q4 2021 and held it in 3 quarters. The position peaked at $46K in Q4 2021. 212 funds tracked by Wall St. Rank hold HCSG as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Healthcare Services Group position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 475 Healthcare Services Group shares in Q3 2022, an estimated $8K.
  • Sageworth Trust Company of South Dakota first reported a position in Healthcare Services Group in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Healthcare Services Group position peaked at $46K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Healthcare Services Group as of Q3 2022.

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