Sageworth Trust Company of South Dakota’s Urban Edge Properties UE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-62	Closed	-$1K	–	621
2022 Q2	$1K	Hold	62	–	–	﹤0.01%	550
2022 Q1	$1K	Sell	62 -281	-82%	-$5.21K	﹤0.01%	582
2021 Q4	$7K	Buy	+343	New	+$6.28K	0.01%	469

Other funds holding UE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.81B AUM 16.57% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of Urban Edge Properties (UE) in Q3 2022, closing a stake of 62 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in UE in Q4 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 181 funds tracked by Wall St. Rank hold UE as of Q3 2022.

Sageworth Trust Company of South Dakota reported no remaining Urban Edge Properties position as of Q3 2022 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 62 Urban Edge Properties shares in Q3 2022, an estimated $1K.
Sageworth Trust Company of South Dakota first reported a position in Urban Edge Properties in Q4 2021 and held it in 3 quarters.
Sageworth Trust Company of South Dakota's Urban Edge Properties position peaked at $7K in Q4 2021.
181 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2022.

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