Sageworth Trust’s Warrior Met Coal HCC Stock Holding History

Sageworth Trust’s Portfolio HCC Stock Details HCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-62	Closed	-$2K	–	537
2021 Q4	$2K	Sell	62 -208	-77%	-$5K	﹤0.01%	597
2021 Q3	$6K	Hold	270	–	–	﹤0.01%	651
2021 Q2	$5K	Buy	+270	New	+$4.71K	﹤0.01%	725

Other funds holding HCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TAM

Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

WCA

Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return

Sageworth Trust's HCC Position: Q1 2022 in Review

Sageworth Trust sold out of Warrior Met Coal (HCC) in Q1 2022, closing a stake of 62 shares — an estimated $2K sold.

Sageworth Trust first reported a position in HCC in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 212 funds tracked by Wall St. Rank hold HCC as of Q1 2022.

Sageworth Trust reported no remaining Warrior Met Coal position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 62 Warrior Met Coal shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in Warrior Met Coal in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Warrior Met Coal position peaked at $6K in Q3 2021.
212 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2022.

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