ST
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Sageworth Trust’s Floor & Decor FND Stock Holding History

Sageworth Trust’s Portfolio FND Stock Details FND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-319
Closed -$31.3K – 213
2023
Q1 		$31.3K Hold
319
– – ﹤0.01% 168
2022
Q4 		$22K Hold
319
– – ﹤0.01% 168
2022
Q3 		$22K Hold
319
– – ﹤0.01% 158
2022
Q2 		$20K Hold
319
– – ﹤0.01% 194
2022
Q1 		$26K Hold
319
– – ﹤0.01% 128
2021
Q4 		$41K Sell
319
-1,066
-77% -$137K ﹤0.01% 118
2021
Q3 		$167K Hold
1,385
– – 0.01% 91
2021
Q2 		$146K Hold
1,385
– – 0.01% 137
2021
Q1 		$132K Buy
+1,385
New +$135K 0.01% 102

Other funds holding FND

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return