ST
POLY

Sageworth Trust’s Plantronics, Inc. POLY Stock Holding History

Sageworth Trust’s Portfolio POLY Stock Details POLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-41
Closed -$1K – 851
2021
Q4 		$1K Sell
41
-139
-77% -$3.85K ﹤0.01% 805
2021
Q3 		$5K Hold
180
– – ﹤0.01% 706
2021
Q2 		$8K Buy
+180
New +$6.73K ﹤0.01% 650

Other funds holding POLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Sageworth Trust's POLY Position: Q1 2022 in Review

Sageworth Trust sold out of Plantronics, Inc. (POLY) in Q1 2022, closing a stake of 41 shares — an estimated $1K sold.

Sageworth Trust first reported a position in POLY in Q2 2021 and held it in 3 quarters. The position peaked at $8K in Q2 2021. 184 funds tracked by Wall St. Rank hold POLY as of Q1 2022.

  • Sageworth Trust reported no remaining Plantronics, Inc. position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 41 Plantronics, Inc. shares in Q1 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Plantronics, Inc. in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Plantronics, Inc. position peaked at $8K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held Plantronics, Inc. as of Q1 2022.

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