Sageworth Trust Company of South Dakota’s White Mountains Insurance WTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21	Closed	-$28.9K	–	214
2023 Q1	$28.9K	Hold	21	–	–	0.07%	68
2022 Q4	$30K	Hold	21	–	–	0.07%	65
2022 Q3	$27K	Sell	21 -21	-50%	-$27.2K	0.07%	56
2022 Q2	$52K	Buy	42 +21	+100%	+$24.4K	0.11%	52
2022 Q1	$24K	Sell	21 -110	-84%	-$115K	0.04%	102
2021 Q4	$133K	Buy	+131	New	+$138K	0.2%	48

Other funds holding WTM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

RRAM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

WCM

Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Sageworth Trust Company of South Dakota sold out of White Mountains Insurance (WTM) in Q2 2023, closing a stake of 21 shares — an estimated $28.9K sold.

Sageworth Trust Company of South Dakota first reported a position in WTM in Q4 2021 and held it in 6 quarters. The position peaked at $133K in Q4 2021. 258 funds tracked by Wall St. Rank hold WTM as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining White Mountains Insurance position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 21 White Mountains Insurance shares in Q2 2023, an estimated $28.9K.
Sageworth Trust Company of South Dakota first reported a position in White Mountains Insurance in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's White Mountains Insurance position peaked at $133K in Q4 2021.
258 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2023.

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