Sageworth Trust’s Selective Insurance SIGI Stock Holding History

Sageworth Trust’s Portfolio SIGI Stock Details SIGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-32	Closed	-$3K	–	713
2021 Q4	$3K	Sell	32 -108	-77%	-$8.56K	﹤0.01%	538
2021 Q3	$11K	Hold	140	–	–	﹤0.01%	538
2021 Q2	$11K	Buy	140 +85	+155%	+$6.5K	﹤0.01%	573
2021 Q1	$4K	Hold	55	–	–	﹤0.01%	256
2020 Q4	$4K	Hold	55	–	–	﹤0.01%	189
2020 Q3	$3K	Hold	55	–	–	﹤0.01%	159
2020 Q2	$3K	Hold	55	–	–	﹤0.01%	157
2020 Q1	$3K	Sell	55 -240	-81%	-$14.6K	﹤0.01%	154
2019 Q4	$19K	Hold	295	–	–	﹤0.01%	136
2019 Q3	$22K	Hold	295	–	–	﹤0.01%	121
2019 Q2	$22K	Sell	295 -231	-44%	-$16.5K	﹤0.01%	123
2019 Q1	$33K	Buy	+526	New	+$33.1K	﹤0.01%	110

Other funds holding SIGI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sageworth Trust's SIGI Position: Q1 2022 in Review

Sageworth Trust sold out of Selective Insurance (SIGI) in Q1 2022, closing a stake of 32 shares — an estimated $3K sold.

Sageworth Trust first reported a position in SIGI in Q1 2019 and held it in 12 quarters. The position peaked at $33K in Q1 2019. 262 funds tracked by Wall St. Rank hold SIGI as of Q1 2022.

Sageworth Trust reported no remaining Selective Insurance position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 32 Selective Insurance shares in Q1 2022, an estimated $3K.
Sageworth Trust first reported a position in Selective Insurance in Q1 2019 and held it in 12 quarters.
Sageworth Trust's Selective Insurance position peaked at $33K in Q1 2019.
262 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2022.

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