Sageworth Trust Company of South Dakota’s Simpson Manufacturing SSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-42	Closed	-$4.61K	–	184
2023 Q1	$4.61K	Hold	42	–	–	0.01%	151
2022 Q4	$4K	Hold	42	–	–	0.01%	170
2022 Q3	$3K	Sell	42 -26	-38%	-$2.52K	0.01%	178
2022 Q2	$7K	Sell	68 -90	-57%	-$9.35K	0.01%	194
2022 Q1	$17K	Hold	158	–	–	0.03%	131
2021 Q4	$22K	Buy	+158	New	+$19.1K	0.03%	216

Other funds holding SSD

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 42 shares — an estimated $4.61K sold.

Sageworth Trust Company of South Dakota first reported a position in SSD in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q4 2021. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 42 Simpson Manufacturing shares in Q2 2023, an estimated $4.61K.
Sageworth Trust Company of South Dakota first reported a position in Simpson Manufacturing in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Simpson Manufacturing position peaked at $22K in Q4 2021.
326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

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