Sageworth Trust’s DXP Enterprises DXPE Stock Holding History

Sageworth Trust’s Portfolio DXPE Stock Details DXPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-16	Closed	–	–	477
2021 Q4	$0	Sell	16 -54	-77%	-$1.64K	﹤0.01%	820
2021 Q3	$2K	Hold	70	–	–	﹤0.01%	798
2021 Q2	$2K	Buy	+70	New	+$2.16K	﹤0.01%	840

Other funds holding DXPE

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Sageworth Trust's DXPE Position: Q1 2022 in Review

Sageworth Trust sold out of DXP Enterprises (DXPE) in Q1 2022, closing a stake of 16 shares.

Sageworth Trust first reported a position in DXPE in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 114 funds tracked by Wall St. Rank hold DXPE as of Q1 2022.

Sageworth Trust reported no remaining DXP Enterprises position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 16 DXP Enterprises shares in Q1 2022.
Sageworth Trust first reported a position in DXP Enterprises in Q2 2021 and held it in 3 quarters.
Sageworth Trust's DXP Enterprises position peaked at $2K in Q3 2021.
114 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2022.

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