Sageworth Trust’s OrthoPediatrics KIDS Stock Holding History

Sageworth Trust’s Portfolio KIDS Stock Details KIDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-216	Closed	-$13K	–	578
2021 Q4	$13K	Sell	216 -723	-77%	-$45K	﹤0.01%	236
2021 Q3	$62K	Hold	939	–	–	0.01%	163
2021 Q2	$59K	Hold	939	–	–	﹤0.01%	210
2021 Q1	$46K	Buy	+939	New	+$45.1K	﹤0.01%	181

Other funds holding KIDS

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

DDC

DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

Sageworth Trust's KIDS Position: Q1 2022 in Review

Sageworth Trust sold out of OrthoPediatrics (KIDS) in Q1 2022, closing a stake of 216 shares — an estimated $13K sold.

Sageworth Trust first reported a position in KIDS in Q1 2021 and held it in 4 quarters. The position peaked at $62K in Q3 2021. 127 funds tracked by Wall St. Rank hold KIDS as of Q1 2022.

Sageworth Trust reported no remaining OrthoPediatrics position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 216 OrthoPediatrics shares in Q1 2022, an estimated $13K.
Sageworth Trust first reported a position in OrthoPediatrics in Q1 2021 and held it in 4 quarters.
Sageworth Trust's OrthoPediatrics position peaked at $62K in Q3 2021.
127 funds tracked by Wall St. Rank held OrthoPediatrics as of Q1 2022.

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