ST
R icon

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 $191M AUM 1.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return