Sageworth Trust Company of South Dakota’s NexPoint Residential Trust NXRT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23	Closed	-$1K	–	248
2022 Q4	$1K	Hold	23	–	–	﹤0.01%	238
2022 Q3	$1K	Sell	23 -15	-39%	-$864	﹤0.01%	230
2022 Q2	$2K	Sell	38 -50	-57%	-$3.8K	﹤0.01%	392
2022 Q1	$8K	Hold	88	–	–	0.02%	226
2021 Q4	$7K	Buy	+88	New	+$6.5K	0.01%	465

Other funds holding NXRT

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NAM

Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

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

Sageworth Trust Company of South Dakota sold out of NexPoint Residential Trust (NXRT) in Q1 2023, closing a stake of 23 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in NXRT in Q4 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 185 funds tracked by Wall St. Rank hold NXRT as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining NexPoint Residential Trust position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 23 NexPoint Residential Trust shares in Q1 2023, an estimated $1K.
Sageworth Trust Company of South Dakota first reported a position in NexPoint Residential Trust in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's NexPoint Residential Trust position peaked at $8K in Q1 2022.
185 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q1 2023.

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