Sageworth Trust’s Edwards Lifesciences EW Stock Holding History

Sageworth Trust’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-217	Closed	-$18K	–	199
2023 Q1	$18K	Buy	+217	New	+$17.1K	﹤0.01%	221
2020 Q3	–	Sell	-3	Closed	–	–	243
2020 Q2	$0	Buy	+3	New	+$213	﹤0.01%	257
2019 Q2	–	Sell	-48	Closed	-$3K	–	210
2019 Q1	$3K	Buy	48 +36	+300%	+$2.05K	﹤0.01%	208
2018 Q4	$1K	Buy	+12	New	+$607	﹤0.01%	139
2018 Q2	–	Sell	-225	Closed	-$10K	–	164
2018 Q1	$10K	Buy	+225	New	+$9.77K	﹤0.01%	98

Other funds holding EW

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Sageworth Trust's EW Position: Q2 2023 in Review

Sageworth Trust sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 217 shares — an estimated $18K sold.

Sageworth Trust first reported a position in EW in Q1 2018 and held it in 5 quarters. The position peaked at $18K in Q1 2023. 1,278 funds tracked by Wall St. Rank hold EW as of Q2 2023.

Sageworth Trust reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 217 Edwards Lifesciences shares in Q2 2023, an estimated $18K.
Sageworth Trust first reported a position in Edwards Lifesciences in Q1 2018 and held it in 5 quarters.
Sageworth Trust's Edwards Lifesciences position peaked at $18K in Q1 2023.
1,278 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

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