Sageworth Trust’s Pegasystems PEGA Stock Holding History

Sageworth Trust’s Portfolio PEGA Stock Details PEGA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-660	Closed	-$11K	–	477
2022 Q3	$11K	Hold	660	–	–	﹤0.01%	194
2022 Q2	$16K	Hold	660	–	–	﹤0.01%	204
2022 Q1	$27K	Hold	660	–	–	﹤0.01%	125
2021 Q4	$37K	Sell	660 -2,200	-77%	-$130K	﹤0.01%	128
2021 Q3	$182K	Hold	2,860	–	–	0.01%	89
2021 Q2	$199K	Hold	2,860	–	–	0.02%	116
2021 Q1	$164K	Buy	+2,860	New	+$187K	0.01%	93

Other funds holding PEGA

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Sageworth Trust's PEGA Position: Q4 2022 in Review

Sageworth Trust sold out of Pegasystems (PEGA) in Q4 2022, closing a stake of 660 shares — an estimated $11K sold.

Sageworth Trust first reported a position in PEGA in Q1 2021 and held it in 7 quarters. The position peaked at $199K in Q2 2021. 183 funds tracked by Wall St. Rank hold PEGA as of Q4 2022.

Sageworth Trust reported no remaining Pegasystems position as of Q4 2022 after selling out during the quarter.
Sageworth Trust sold 660 Pegasystems shares in Q4 2022, an estimated $11K.
Sageworth Trust first reported a position in Pegasystems in Q1 2021 and held it in 7 quarters.
Sageworth Trust's Pegasystems position peaked at $199K in Q2 2021.
183 funds tracked by Wall St. Rank held Pegasystems as of Q4 2022.

Based on Sageworth Trust's 13F filing for Q4 2022, filed 25 Jan 2023.