ST
KALU icon

Sageworth Trust’s Kaiser Aluminum KALU Stock Holding History

Sageworth Trust’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15
Closed -$1K – 575
2021
Q4 		$1K Sell
15
-50
-77% -$5.06K ﹤0.01% 728
2021
Q3 		$7K Hold
65
– – ﹤0.01% 631
2021
Q2 		$8K Buy
+65
New +$8.11K ﹤0.01% 639

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sageworth Trust's KALU Position: Q1 2022 in Review

Sageworth Trust sold out of Kaiser Aluminum (KALU) in Q1 2022, closing a stake of 15 shares — an estimated $1K sold.

Sageworth Trust first reported a position in KALU in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 188 funds tracked by Wall St. Rank hold KALU as of Q1 2022.

  • Sageworth Trust reported no remaining Kaiser Aluminum position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 15 Kaiser Aluminum shares in Q1 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Kaiser Aluminum in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Kaiser Aluminum position peaked at $8K in Q2 2021.
  • 188 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q1 2022.

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