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Sageworth Trust’s Eversource Energy ES Stock Holding History

Sageworth Trust’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9
Closed -$1K – 519
2022
Q4 		$1K Buy
+9
New +$714 ﹤0.01% 408
2021
Q1 		– Sell
-59
Closed -$5K – 279
2020
Q4 		$5K Buy
+59
New +$5.25K ﹤0.01% 186

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust's ES Position: Q1 2023 in Review

Sageworth Trust sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 9 shares — an estimated $1K sold.

Sageworth Trust first reported a position in ES in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q4 2020. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • Sageworth Trust reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 9 Eversource Energy shares in Q1 2023, an estimated $1K.
  • Sageworth Trust first reported a position in Eversource Energy in Q4 2020 and held it in 2 quarters.
  • Sageworth Trust's Eversource Energy position peaked at $5K in Q4 2020.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.