Sageworth Trust Company of South Dakota’s Installed Building Products IBP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21	Closed	-$2.4K	–	120
2023 Q1	$2.4K	Hold	21	–	–	0.01%	182
2022 Q4	$2K	Hold	21	–	–	﹤0.01%	207
2022 Q3	$2K	Sell	21 -11	-34%	-$1.02K	﹤0.01%	195
2022 Q2	$3K	Sell	32 -34	-52%	-$2.91K	0.01%	306
2022 Q1	$6K	Sell	66 -12	-15%	-$1.27K	0.01%	268
2021 Q4	$11K	Buy	+78	New	+$9.98K	0.02%	353

Other funds holding IBP

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Installed Building Products (IBP) in Q2 2023, closing a stake of 21 shares — an estimated $2.4K sold.

Sageworth Trust Company of South Dakota first reported a position in IBP in Q4 2021 and held it in 6 quarters. The position peaked at $11K in Q4 2021. 270 funds tracked by Wall St. Rank hold IBP as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Installed Building Products position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 21 Installed Building Products shares in Q2 2023, an estimated $2.4K.
Sageworth Trust Company of South Dakota first reported a position in Installed Building Products in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Installed Building Products position peaked at $11K in Q4 2021.
270 funds tracked by Wall St. Rank held Installed Building Products as of Q2 2023.

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