Sageworth Trust Company of South Dakota’s Office Properties Income Trust OPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-26	Closed	-$1K	–	516
2022 Q2	$1K	Hold	26	–	–	﹤0.01%	513
2022 Q1	$1K	Sell	26 -123	-83%	-$3.13K	﹤0.01%	551
2021 Q4	$4K	Buy	+149	New	+$3.83K	0.01%	557

Other funds holding OPI

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Office Properties Income Trust (OPI) in Q3 2022, closing a stake of 26 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in OPI in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q4 2021. 184 funds tracked by Wall St. Rank hold OPI as of Q3 2022.

Sageworth Trust Company of South Dakota reported no remaining Office Properties Income Trust position as of Q3 2022 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 26 Office Properties Income Trust shares in Q3 2022, an estimated $1K.
Sageworth Trust Company of South Dakota first reported a position in Office Properties Income Trust in Q4 2021 and held it in 3 quarters.
Sageworth Trust Company of South Dakota's Office Properties Income Trust position peaked at $4K in Q4 2021.
184 funds tracked by Wall St. Rank held Office Properties Income Trust as of Q3 2022.

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