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Sageworth Trust’s Ryder R Stock Holding History

Sageworth Trust’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-164
Closed -$14.6K – 364
2023
Q1 		$14.6K Buy
164
+91
+125% +$8.38K ﹤0.01% 241
2022
Q4 		$6K Hold
73
– – ﹤0.01% 241
2022
Q3 		$6K Hold
73
– – ﹤0.01% 229
2022
Q2 		$5K Hold
73
– – ﹤0.01% 275
2022
Q1 		$6K Hold
73
– – ﹤0.01% 229
2021
Q4 		$6K Sell
73
-247
-77% -$20.7K ﹤0.01% 362
2021
Q3 		$26K Hold
320
– – ﹤0.01% 308
2021
Q2 		$24K Buy
+320
New +$25.3K ﹤0.01% 355

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sageworth Trust's R Position: Q2 2023 in Review

Sageworth Trust sold out of Ryder (R) in Q2 2023, closing a stake of 164 shares — an estimated $14.6K sold.

Sageworth Trust first reported a position in R in Q2 2021 and held it in 8 quarters. The position peaked at $26K in Q3 2021. 347 funds tracked by Wall St. Rank hold R as of Q2 2023.

  • Sageworth Trust reported no remaining Ryder position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 164 Ryder shares in Q2 2023, an estimated $14.6K.
  • Sageworth Trust first reported a position in Ryder in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Ryder position peaked at $26K in Q3 2021.
  • 347 funds tracked by Wall St. Rank held Ryder as of Q2 2023.

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