Sageworth Trust’s Extra Space Storage EXR Stock Holding History

Sageworth Trust’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9	Closed	-$2K	–	492
2021 Q4	$2K	Sell	9 -31	-78%	-$6.14K	﹤0.01%	588
2021 Q3	$7K	Hold	40	–	–	﹤0.01%	626
2021 Q2	$7K	Buy	+40	New	+$5.99K	﹤0.01%	659
2020 Q3	–	Sell	-1	Closed	–	–	245
2020 Q2	$0	Buy	+1	New	+$93	﹤0.01%	259

Other funds holding EXR

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sageworth Trust's EXR Position: Q1 2022 in Review

Sageworth Trust sold out of Extra Space Storage (EXR) in Q1 2022, closing a stake of 9 shares — an estimated $2K sold.

Sageworth Trust first reported a position in EXR in Q2 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 656 funds tracked by Wall St. Rank hold EXR as of Q1 2022.

Sageworth Trust reported no remaining Extra Space Storage position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 9 Extra Space Storage shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in Extra Space Storage in Q2 2020 and held it in 4 quarters.
Sageworth Trust's Extra Space Storage position peaked at $7K in Q3 2021.
656 funds tracked by Wall St. Rank held Extra Space Storage as of Q1 2022.

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