Sageworth Trust’s Simmons First National SFNC Stock Holding History

Sageworth Trust’s Portfolio SFNC Stock Details SFNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,201	Closed	-$26K	–	481
2022 Q3	$26K	Sell	1,201 -7,552	-86%	-$175K	﹤0.01%	141
2022 Q2	$186K	Buy	+8,753	New	+$212K	0.02%	93
2022 Q1	–	Sell	-101	Closed	-$3K	–	710
2021 Q4	$3K	Sell	101 -339	-77%	-$10.3K	﹤0.01%	535
2021 Q3	$13K	Hold	440	–	–	﹤0.01%	483
2021 Q2	$13K	Buy	+440	New	+$13.1K	﹤0.01%	532

Other funds holding SFNC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Sageworth Trust's SFNC Position: Q4 2022 in Review

Sageworth Trust sold out of Simmons First National (SFNC) in Q4 2022, closing a stake of 1,201 shares — an estimated $26K sold.

Sageworth Trust first reported a position in SFNC in Q2 2021 and held it in 5 quarters. The position peaked at $186K in Q2 2022. 229 funds tracked by Wall St. Rank hold SFNC as of Q4 2022.

Sageworth Trust reported no remaining Simmons First National position as of Q4 2022 after selling out during the quarter.
Sageworth Trust sold 1,201 Simmons First National shares in Q4 2022, an estimated $26K.
Sageworth Trust first reported a position in Simmons First National in Q2 2021 and held it in 5 quarters.
Sageworth Trust's Simmons First National position peaked at $186K in Q2 2022.
229 funds tracked by Wall St. Rank held Simmons First National as of Q4 2022.

Based on Sageworth Trust's 13F filing for Q4 2022, filed 25 Jan 2023.