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Sageworth Trust Company of South Dakota’s Independence Realty Trust IRT Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-95
Closed -$2K – 246
2022
Q4 		$2K Hold
95
– – ﹤0.01% 208
2022
Q3 		$2K Sell
95
-67
-41% -$1.36K ﹤0.01% 196
2022
Q2 		$3K Sell
162
-152
-48% -$3.66K 0.01% 308
2022
Q1 		$8K Sell
314
-53
-14% -$1.3K 0.02% 223
2021
Q4 		$9K Buy
+367
New +$8.69K 0.01% 402

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State Street
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Macquarie Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RGREA
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's IRT Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 95 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in IRT in Q4 2021 and held it in 5 quarters. The position peaked at $9K in Q4 2021. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

  • Sageworth Trust Company of South Dakota reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 95 Independence Realty Trust shares in Q1 2023, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in Independence Realty Trust in Q4 2021 and held it in 5 quarters.
  • Sageworth Trust Company of South Dakota's Independence Realty Trust position peaked at $9K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.