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Sageworth Trust’s Boise Cascade BCC Stock Holding History

Sageworth Trust’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-55
Closed -$3.48K – 120
2023
Q1 		$3.48K Hold
55
– – ﹤0.01% 411
2022
Q4 		$4K Hold
55
– – ﹤0.01% 268
2022
Q3 		$3K Hold
55
– – ﹤0.01% 284
2022
Q2 		$3K Hold
55
– – ﹤0.01% 316
2022
Q1 		$4K Hold
55
– – ﹤0.01% 264
2021
Q4 		$4K Sell
55
-185
-77% -$11.9K ﹤0.01% 427
2021
Q3 		$13K Hold
240
– – ﹤0.01% 471
2021
Q2 		$14K Buy
+240
New +$15.6K ﹤0.01% 491

Other funds holding BCC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sageworth Trust's BCC Position: Q2 2023 in Review

Sageworth Trust sold out of Boise Cascade (BCC) in Q2 2023, closing a stake of 55 shares — an estimated $3.48K sold.

Sageworth Trust first reported a position in BCC in Q2 2021 and held it in 8 quarters. The position peaked at $14K in Q2 2021. 315 funds tracked by Wall St. Rank hold BCC as of Q2 2023.

  • Sageworth Trust reported no remaining Boise Cascade position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 55 Boise Cascade shares in Q2 2023, an estimated $3.48K.
  • Sageworth Trust first reported a position in Boise Cascade in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Boise Cascade position peaked at $14K in Q2 2021.
  • 315 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2023.

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