ST
AMWD

Sageworth Trust’s American Woodmark AMWD Stock Holding History

Sageworth Trust’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-20
Closed -$1K – 377
2021
Q4 		$1K Sell
20
-70
-78% -$4.74K ﹤0.01% 663
2021
Q3 		$6K Hold
90
– – ﹤0.01% 644
2021
Q2 		$7K Buy
+90
New +$8.42K ﹤0.01% 655

Other funds holding AMWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $650M AUM 42.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return

Sageworth Trust's AMWD Position: Q1 2022 in Review

Sageworth Trust sold out of American Woodmark (AMWD) in Q1 2022, closing a stake of 20 shares — an estimated $1K sold.

Sageworth Trust first reported a position in AMWD in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q2 2021. 171 funds tracked by Wall St. Rank hold AMWD as of Q1 2022.

  • Sageworth Trust reported no remaining American Woodmark position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 20 American Woodmark shares in Q1 2022, an estimated $1K.
  • Sageworth Trust first reported a position in American Woodmark in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's American Woodmark position peaked at $7K in Q2 2021.
  • 171 funds tracked by Wall St. Rank held American Woodmark as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.