Sageworth Trust’s Loews L Stock Holding History

Sageworth Trust’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23	Closed	-$1K	–	542
2022 Q4	$1K	Buy	+23	New	+$1.28K	﹤0.01%	419
2020 Q3	–	Sell	-2	Closed	–	–	278
2020 Q2	$0	Buy	+2	New	+$67	﹤0.01%	288

Other funds holding L

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Sageworth Trust's L Position: Q1 2023 in Review

Sageworth Trust sold out of Loews (L) in Q1 2023, closing a stake of 23 shares — an estimated $1K sold.

Sageworth Trust first reported a position in L in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2022. 505 funds tracked by Wall St. Rank hold L as of Q1 2023.

Sageworth Trust reported no remaining Loews position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 23 Loews shares in Q1 2023, an estimated $1K.
Sageworth Trust first reported a position in Loews in Q2 2020 and held it in 2 quarters.
Sageworth Trust's Loews position peaked at $1K in Q4 2022.
505 funds tracked by Wall St. Rank held Loews as of Q1 2023.

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