Sageworth Trust Company of South Dakota’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-177	Closed	-$6.97K	–	175
2023 Q1	$6.97K	Hold	177	–	–	0.02%	124
2022 Q4	$7K	Hold	177	–	–	0.02%	137
2022 Q3	$6K	Sell	177 -125	-41%	-$4.92K	0.01%	137
2022 Q2	$11K	Sell	302 -384	-56%	-$15.9K	0.02%	141
2022 Q1	$31K	Hold	686	–	–	0.06%	83
2021 Q4	$32K	Buy	+686	New	+$33.3K	0.05%	159

Other funds holding SF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

Sageworth Trust Company of South Dakota sold out of Stifel (SF) in Q2 2023, closing a stake of 177 shares — an estimated $6.97K sold.

Sageworth Trust Company of South Dakota first reported a position in SF in Q4 2021 and held it in 6 quarters. The position peaked at $32K in Q4 2021. 367 funds tracked by Wall St. Rank hold SF as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Stifel position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 177 Stifel shares in Q2 2023, an estimated $6.97K.
Sageworth Trust Company of South Dakota first reported a position in Stifel in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Stifel position peaked at $32K in Q4 2021.
367 funds tracked by Wall St. Rank held Stifel as of Q2 2023.

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