Sageworth Trust’s HealthStream HSTM Stock Holding History

Sageworth Trust’s Portfolio HSTM Stock Details HSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-9,672	Closed	-$210K	–	383
2022 Q2	$210K	Buy	+9,672	New	+$193K	0.02%	81

Other funds holding HSTM

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust's HSTM Position: Q3 2022 in Review

Sageworth Trust sold out of HealthStream (HSTM) in Q3 2022, closing a stake of 9,672 shares — an estimated $210K sold.

Sageworth Trust first reported a position in HSTM in Q2 2022 and held it in 1 quarter. The position peaked at $210K in Q2 2022. 158 funds tracked by Wall St. Rank hold HSTM as of Q3 2022.

Sageworth Trust reported no remaining HealthStream position as of Q3 2022 after selling out during the quarter.
Sageworth Trust sold 9,672 HealthStream shares in Q3 2022, an estimated $210K.
Sageworth Trust first reported a position in HealthStream in Q2 2022 and held it in 1 quarter.
Sageworth Trust's HealthStream position peaked at $210K in Q2 2022.
158 funds tracked by Wall St. Rank held HealthStream as of Q3 2022.

Based on Sageworth Trust's 13F filing for Q3 2022, filed 2 Nov 2022.