Sageworth Trust’s Ameren AEE Stock Holding History

Sageworth Trust’s Portfolio AEE Stock Details AEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$1K	–	484
2022 Q4	$1K	Buy	+10	New	+$840	﹤0.01%	387
2020 Q3	–	Sell	-6	Closed	–	–	184
2020 Q2	$0	Buy	+6	New	+$435	﹤0.01%	215

Other funds holding AEE

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sageworth Trust's AEE Position: Q1 2023 in Review

Sageworth Trust sold out of Ameren (AEE) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Sageworth Trust first reported a position in AEE in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 673 funds tracked by Wall St. Rank hold AEE as of Q1 2023.

Sageworth Trust reported no remaining Ameren position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 10 Ameren shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in Ameren in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Ameren position peaked at $1K in Q4 2022.
673 funds tracked by Wall St. Rank held Ameren as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.