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Sageworth Trust’s Independence Realty Trust IRT Stock Holding History

Sageworth Trust’s Portfolio IRT Stock Details IRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-110
Closed -$2K – 535
2022
Q4 		$2K Hold
110
– – ﹤0.01% 352
2022
Q3 		$2K Hold
110
– – ﹤0.01% 313
2022
Q2 		$2K Hold
110
– – ﹤0.01% 345
2022
Q1 		$3K Hold
110
– – ﹤0.01% 295
2021
Q4 		$3K Sell
110
-370
-77% -$8.76K ﹤0.01% 516
2021
Q3 		$10K Hold
480
– – ﹤0.01% 554
2021
Q2 		$9K Buy
+480
New +$8.15K ﹤0.01% 613

Other funds holding IRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sageworth Trust's IRT Position: Q1 2023 in Review

Sageworth Trust sold out of Independence Realty Trust (IRT) in Q1 2023, closing a stake of 110 shares — an estimated $2K sold.

Sageworth Trust first reported a position in IRT in Q2 2021 and held it in 7 quarters. The position peaked at $10K in Q3 2021. 352 funds tracked by Wall St. Rank hold IRT as of Q1 2023.

  • Sageworth Trust reported no remaining Independence Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 110 Independence Realty Trust shares in Q1 2023, an estimated $2K.
  • Sageworth Trust first reported a position in Independence Realty Trust in Q2 2021 and held it in 7 quarters.
  • Sageworth Trust's Independence Realty Trust position peaked at $10K in Q3 2021.
  • 352 funds tracked by Wall St. Rank held Independence Realty Trust as of Q1 2023.

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