Sageworth Trust’s Prospect Capital PSEC Stock Holding History

Sageworth Trust’s Portfolio PSEC Stock Details PSEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-278	Closed	-$1.94K	–	358
2023 Q1	$1.94K	Buy	+278	New	+$2.02K	﹤0.01%	450

Other funds holding PSEC

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sageworth Trust's PSEC Position: Q2 2023 in Review

Sageworth Trust sold out of Prospect Capital (PSEC) in Q2 2023, closing a stake of 278 shares — an estimated $1.94K sold.

Sageworth Trust first reported a position in PSEC in Q1 2023 and held it in 1 quarter. The position peaked at $1.94K in Q1 2023. 234 funds tracked by Wall St. Rank hold PSEC as of Q2 2023.

Sageworth Trust reported no remaining Prospect Capital position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 278 Prospect Capital shares in Q2 2023, an estimated $1.94K.
Sageworth Trust first reported a position in Prospect Capital in Q1 2023 and held it in 1 quarter.
Sageworth Trust's Prospect Capital position peaked at $1.94K in Q1 2023.
234 funds tracked by Wall St. Rank held Prospect Capital as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.