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Sageworth Trust Company of South Dakota’s United Fire Group UFCS Stock Holding History

Sageworth Trust Company of South Dakota’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed – – 623
2022
Q2 		$0 Hold
10
– – ﹤0.01% 681
2022
Q1 		$0 Sell
10
-54
-84% -$1.43K ﹤0.01% 689
2021
Q4 		$1K Buy
+64
New +$1.44K ﹤0.01% 695

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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of United Fire Group (UFCS) in Q3 2022, closing a stake of 10 shares.

Sageworth Trust Company of South Dakota first reported a position in UFCS in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 129 funds tracked by Wall St. Rank hold UFCS as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining United Fire Group position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 10 United Fire Group shares in Q3 2022.
  • Sageworth Trust Company of South Dakota first reported a position in United Fire Group in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's United Fire Group position peaked at $1K in Q4 2021.
  • 129 funds tracked by Wall St. Rank held United Fire Group as of Q3 2022.

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