ST
EIG icon

Sageworth Trust’s Employers Holdings EIG Stock Holding History

Sageworth Trust’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-46
Closed -$2K – 481
2021
Q4 		$2K Sell
46
-154
-77% -$6.19K ﹤0.01% 587
2021
Q3 		$8K Hold
200
– – ﹤0.01% 599
2021
Q2 		$9K Buy
+200
New +$8.32K ﹤0.01% 611

Other funds holding EIG

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's EIG Position: Q1 2022 in Review

Sageworth Trust sold out of Employers Holdings (EIG) in Q1 2022, closing a stake of 46 shares — an estimated $2K sold.

Sageworth Trust first reported a position in EIG in Q2 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 165 funds tracked by Wall St. Rank hold EIG as of Q1 2022.

  • Sageworth Trust reported no remaining Employers Holdings position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 46 Employers Holdings shares in Q1 2022, an estimated $2K.
  • Sageworth Trust first reported a position in Employers Holdings in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Employers Holdings position peaked at $9K in Q2 2021.
  • 165 funds tracked by Wall St. Rank held Employers Holdings as of Q1 2022.

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