Sageworth Trust’s Gartner IT Stock Holding History

Sageworth Trust’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-405	Closed	-$50K	–	89
2017 Q2	$50K	Buy	+405	New	+$47K	0.01%	68

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sageworth Trust's IT Position: Q3 2017 in Review

Sageworth Trust sold out of Gartner (IT) in Q3 2017, closing a stake of 405 shares — an estimated $50K sold.

Sageworth Trust first reported a position in IT in Q2 2017 and held it in 1 quarter. The position peaked at $50K in Q2 2017. 409 funds tracked by Wall St. Rank hold IT as of Q3 2017.

Sageworth Trust reported no remaining Gartner position as of Q3 2017 after selling out during the quarter.
Sageworth Trust sold 405 Gartner shares in Q3 2017, an estimated $50K.
Sageworth Trust first reported a position in Gartner in Q2 2017 and held it in 1 quarter.
Sageworth Trust's Gartner position peaked at $50K in Q2 2017.
409 funds tracked by Wall St. Rank held Gartner as of Q3 2017.

Based on Sageworth Trust's 13F filing for Q3 2017, filed 23 Oct 2017.