Sageworth Trust’s SM Energy SM Stock Holding History

Sageworth Trust’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-101	Closed	-$2.84K	–	389
2023 Q1	$2.84K	Hold	101	–	–	﹤0.01%	427
2022 Q4	$4K	Hold	101	–	–	﹤0.01%	285
2022 Q3	$4K	Hold	101	–	–	﹤0.01%	276
2022 Q2	$3K	Hold	101	–	–	﹤0.01%	330
2022 Q1	$4K	Hold	101	–	–	﹤0.01%	278
2021 Q4	$3K	Sell	101 -339	-77%	-$10.6K	﹤0.01%	540
2021 Q3	$12K	Hold	440	–	–	﹤0.01%	513
2021 Q2	$11K	Buy	+440	New	+$8.53K	﹤0.01%	574

Other funds holding SM

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Sageworth Trust's SM Position: Q2 2023 in Review

Sageworth Trust sold out of SM Energy (SM) in Q2 2023, closing a stake of 101 shares — an estimated $2.84K sold.

Sageworth Trust first reported a position in SM in Q2 2021 and held it in 8 quarters. The position peaked at $12K in Q3 2021. 307 funds tracked by Wall St. Rank hold SM as of Q2 2023.

Sageworth Trust reported no remaining SM Energy position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 101 SM Energy shares in Q2 2023, an estimated $2.84K.
Sageworth Trust first reported a position in SM Energy in Q2 2021 and held it in 8 quarters.
Sageworth Trust's SM Energy position peaked at $12K in Q3 2021.
307 funds tracked by Wall St. Rank held SM Energy as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.