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Sageworth Trust’s Artivion AORT Stock Holding History

Sageworth Trust’s Portfolio AORT Stock Details AORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,691
Closed -$22.2K – 99
2023
Q1 		$22.2K Hold
1,691
– – ﹤0.01% 196
2022
Q4 		$20K Hold
1,691
– – ﹤0.01% 173
2022
Q3 		$23K Sell
1,691
-5,775
-77% -$116K ﹤0.01% 152
2022
Q2 		$141K Buy
+7,466
New +$144K 0.01% 115

Other funds holding AORT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Sageworth Trust's AORT Position: Q2 2023 in Review

Sageworth Trust sold out of Artivion (AORT) in Q2 2023, closing a stake of 1,691 shares — an estimated $22.2K sold.

Sageworth Trust first reported a position in AORT in Q2 2022 and held it in 4 quarters. The position peaked at $141K in Q2 2022. 126 funds tracked by Wall St. Rank hold AORT as of Q2 2023.

  • Sageworth Trust reported no remaining Artivion position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 1,691 Artivion shares in Q2 2023, an estimated $22.2K.
  • Sageworth Trust first reported a position in Artivion in Q2 2022 and held it in 4 quarters.
  • Sageworth Trust's Artivion position peaked at $141K in Q2 2022.
  • 126 funds tracked by Wall St. Rank held Artivion as of Q2 2023.

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