Sageworth Trust’s Koppers KOP Stock Holding History

Sageworth Trust’s Portfolio KOP Stock Details KOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-25	Closed	-$1K	–	582
2021 Q4	$1K	Sell	25 -85	-77%	-$2.77K	﹤0.01%	729
2021 Q3	$3K	Hold	110	–	–	﹤0.01%	767
2021 Q2	$4K	Buy	+110	New	+$3.71K	﹤0.01%	769

Other funds holding KOP

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

SAM

Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Sageworth Trust's KOP Position: Q1 2022 in Review

Sageworth Trust sold out of Koppers (KOP) in Q1 2022, closing a stake of 25 shares — an estimated $1K sold.

Sageworth Trust first reported a position in KOP in Q2 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 145 funds tracked by Wall St. Rank hold KOP as of Q1 2022.

Sageworth Trust reported no remaining Koppers position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 25 Koppers shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in Koppers in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Koppers position peaked at $4K in Q2 2021.
145 funds tracked by Wall St. Rank held Koppers as of Q1 2022.

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