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Sageworth Trust’s East-West Bancorp EWBC Stock Holding History

Sageworth Trust’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-73
Closed -$4.05K – 200
2023
Q1 		$4.05K Hold
73
– – ﹤0.01% 398
2022
Q4 		$5K Hold
73
– – ﹤0.01% 250
2022
Q3 		$5K Hold
73
– – ﹤0.01% 243
2022
Q2 		$5K Hold
73
– – ﹤0.01% 267
2022
Q1 		$6K Hold
73
– – ﹤0.01% 222
2021
Q4 		$6K Sell
73
-247
-77% -$19.9K ﹤0.01% 352
2021
Q3 		$25K Hold
320
– – ﹤0.01% 313
2021
Q2 		$23K Buy
+320
New +$23.8K ﹤0.01% 361

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sageworth Trust's EWBC Position: Q2 2023 in Review

Sageworth Trust sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 73 shares — an estimated $4.05K sold.

Sageworth Trust first reported a position in EWBC in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q3 2021. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

  • Sageworth Trust reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 73 East-West Bancorp shares in Q2 2023, an estimated $4.05K.
  • Sageworth Trust first reported a position in East-West Bancorp in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's East-West Bancorp position peaked at $25K in Q3 2021.
  • 392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

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