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Sageworth Trust’s Safety Insurance SAFT Stock Holding History

Sageworth Trust’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18
Closed -$2K – 700
2021
Q4 		$2K Sell
18
-62
-78% -$4.97K ﹤0.01% 632
2021
Q3 		$6K Hold
80
– – ﹤0.01% 658
2021
Q2 		$6K Buy
+80
New +$6.67K ﹤0.01% 699

Other funds holding SAFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SC
SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

Sageworth Trust's SAFT Position: Q1 2022 in Review

Sageworth Trust sold out of Safety Insurance (SAFT) in Q1 2022, closing a stake of 18 shares — an estimated $2K sold.

Sageworth Trust first reported a position in SAFT in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 180 funds tracked by Wall St. Rank hold SAFT as of Q1 2022.

  • Sageworth Trust reported no remaining Safety Insurance position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 18 Safety Insurance shares in Q1 2022, an estimated $2K.
  • Sageworth Trust first reported a position in Safety Insurance in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Safety Insurance position peaked at $6K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2022.

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