Sageworth Trust Company of South Dakota’s SM Energy SM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-136	Closed	-$3.83K	–	180
2023 Q1	$3.83K	Sell	136 -87	-39%	-$2.65K	0.01%	162
2022 Q4	$8K	Hold	223	–	–	0.02%	128
2022 Q3	$8K	Sell	223 -58	-21%	-$2.28K	0.02%	114
2022 Q2	$10K	Sell	281 -52	-16%	-$2.11K	0.02%	153
2022 Q1	$13K	Hold	333	–	–	0.02%	165
2021 Q4	$10K	Buy	+333	New	+$10.4K	0.02%	389

Other funds holding SM

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

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of SM Energy (SM) in Q2 2023, closing a stake of 136 shares — an estimated $3.83K sold.

Sageworth Trust Company of South Dakota first reported a position in SM in Q4 2021 and held it in 6 quarters. The position peaked at $13K in Q1 2022. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining SM Energy position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 136 SM Energy shares in Q2 2023, an estimated $3.83K.
Sageworth Trust Company of South Dakota first reported a position in SM Energy in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's SM Energy position peaked at $13K in Q1 2022.
307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

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