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Sageworth Trust Company of South Dakota’s Kite Realty KRG Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-121
Closed -$2K – 452
2022
Q2 		$2K Sell
121
-109
-47% -$2.25K ﹤0.01% 383
2022
Q1 		$5K Sell
230
-447
-66% -$9.73K 0.01% 290
2021
Q4 		$15K Buy
+677
New +$14.5K 0.02% 283

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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
DLG
Daniel L. Goodwin $207M AUM 22.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Kite Realty (KRG) in Q3 2022, closing a stake of 121 shares — an estimated $2K sold.

Sageworth Trust Company of South Dakota first reported a position in KRG in Q4 2021 and held it in 3 quarters. The position peaked at $15K in Q4 2021. 289 funds tracked by Wall St. Rank hold KRG as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Kite Realty position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 121 Kite Realty shares in Q3 2022, an estimated $2K.
  • Sageworth Trust Company of South Dakota first reported a position in Kite Realty in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Kite Realty position peaked at $15K in Q4 2021.
  • 289 funds tracked by Wall St. Rank held Kite Realty as of Q3 2022.

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