Sageworth Trust’s Evercore EVR Stock Holding History

Sageworth Trust’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-55	Closed	-$7K	–	491
2021 Q4	$7K	Sell	55 -185	-77%	-$27K	﹤0.01%	325
2021 Q3	$32K	Hold	240	–	–	﹤0.01%	262
2021 Q2	$34K	Buy	+240	New	+$33.5K	﹤0.01%	297

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Sageworth Trust's EVR Position: Q1 2022 in Review

Sageworth Trust sold out of Evercore (EVR) in Q1 2022, closing a stake of 55 shares — an estimated $7K sold.

Sageworth Trust first reported a position in EVR in Q2 2021 and held it in 3 quarters. The position peaked at $34K in Q2 2021. 407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

Sageworth Trust reported no remaining Evercore position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 55 Evercore shares in Q1 2022, an estimated $7K.
Sageworth Trust first reported a position in Evercore in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Evercore position peaked at $34K in Q2 2021.
407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

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