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Sageworth Trust Company of South Dakota’s MSCI MSCI Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$560 – 141
2023
Q1 		$560 Hold
1
– – ﹤0.01% 227
2022
Q4 		$0 Hold
1
– – ﹤0.01% 253
2022
Q3 		$0 Sell
1
-16
-94% -$7.32K ﹤0.01% 486
2022
Q2 		$7K Buy
17
+1
+6% +$435 0.01% 186
2022
Q1 		$8K Sell
16
-79
-83% -$41K 0.02% 224
2021
Q4 		$58K Buy
+95
New +$59.6K 0.09% 90

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of MSCI (MSCI) in Q2 2023, closing a stake of 1 share — an estimated $560 sold.

Sageworth Trust Company of South Dakota first reported a position in MSCI in Q4 2021 and held it in 6 quarters. The position peaked at $58K in Q4 2021. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Sageworth Trust Company of South Dakota reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 1 MSCI share in Q2 2023, an estimated $560.
  • Sageworth Trust Company of South Dakota first reported a position in MSCI in Q4 2021 and held it in 6 quarters.
  • Sageworth Trust Company of South Dakota's MSCI position peaked at $58K in Q4 2021.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

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