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Sageworth Trust’s FirstEnergy FE Stock Holding History

Sageworth Trust’s Portfolio FE Stock Details FE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-56
Closed -$2K – 523
2022
Q4 		$2K Buy
+56
New +$2.19K ﹤0.01% 342
2020
Q3 		– Sell
-5
Closed – – 249
2020
Q2 		$0 Buy
+5
New +$207 ﹤0.01% 262
2018
Q4 		– Sell
-39
Closed -$1K – 194
2018
Q3 		$1K Buy
+39
New +$1.43K ﹤0.01% 149

Other funds holding FE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust's FE Position: Q1 2023 in Review

Sageworth Trust sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 56 shares — an estimated $2K sold.

Sageworth Trust first reported a position in FE in Q3 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 714 funds tracked by Wall St. Rank hold FE as of Q1 2023.

  • Sageworth Trust reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 56 FirstEnergy shares in Q1 2023, an estimated $2K.
  • Sageworth Trust first reported a position in FirstEnergy in Q3 2018 and held it in 3 quarters.
  • Sageworth Trust's FirstEnergy position peaked at $2K in Q4 2022.
  • 714 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

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