Sageworth Trust’s Accendra Health ACH Stock Holding History

Sageworth Trust’s Portfolio ACH Stock Details ACH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-83	Closed	-$1.21K	–	329
2023 Q1	$1.21K	Hold	83	–	–	﹤0.01%	463
2022 Q4	$2K	Hold	83	–	–	﹤0.01%	366
2022 Q3	$2K	Hold	83	–	–	﹤0.01%	320
2022 Q2	$3K	Hold	83	–	–	﹤0.01%	326
2022 Q1	$4K	Hold	83	–	–	﹤0.01%	276
2021 Q4	$4K	Sell	83 -277	-77%	-$10.9K	﹤0.01%	460
2021 Q3	$11K	Hold	360	–	–	﹤0.01%	534
2021 Q2	$15K	Buy	+360	New	+$14K	﹤0.01%	477

Other funds holding ACH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sageworth Trust's ACH Position: Q2 2023 in Review

Sageworth Trust sold out of Accendra Health (ACH) in Q2 2023, closing a stake of 83 shares — an estimated $1.21K sold.

Sageworth Trust first reported a position in ACH in Q2 2021 and held it in 8 quarters. The position peaked at $15K in Q2 2021. 230 funds tracked by Wall St. Rank hold ACH as of Q2 2023.

Sageworth Trust reported no remaining Accendra Health position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 83 Accendra Health shares in Q2 2023, an estimated $1.21K.
Sageworth Trust first reported a position in Accendra Health in Q2 2021 and held it in 8 quarters.
Sageworth Trust's Accendra Health position peaked at $15K in Q2 2021.
230 funds tracked by Wall St. Rank held Accendra Health as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.