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Sageworth Trust’s Sonic Automotive SAH Stock Holding History

Sageworth Trust’s Portfolio SAH Stock Details SAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30
Closed -$1K – 701
2021
Q4 		$1K Sell
30
-100
-77% -$5.01K ﹤0.01% 756
2021
Q3 		$7K Hold
130
– – ﹤0.01% 639
2021
Q2 		$6K Buy
+130
New +$6.31K ﹤0.01% 700

Other funds holding SAH

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCA
Teewinot Capital Advisers New York $1.25B AUM 32.55% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sageworth Trust's SAH Position: Q1 2022 in Review

Sageworth Trust sold out of Sonic Automotive (SAH) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Sageworth Trust first reported a position in SAH in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 205 funds tracked by Wall St. Rank hold SAH as of Q1 2022.

  • Sageworth Trust reported no remaining Sonic Automotive position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 30 Sonic Automotive shares in Q1 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Sonic Automotive in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Sonic Automotive position peaked at $7K in Q3 2021.
  • 205 funds tracked by Wall St. Rank held Sonic Automotive as of Q1 2022.

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