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Sageworth Trust’s Simpson Manufacturing SSD Stock Holding History

Sageworth Trust’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-50
Closed -$5.48K – 399
2023
Q1 		$5.48K Hold
50
– – ﹤0.01% 362
2022
Q4 		$4K Hold
50
– – ﹤0.01% 287
2022
Q3 		$4K Hold
50
– – ﹤0.01% 277
2022
Q2 		$5K Hold
50
– – ﹤0.01% 277
2022
Q1 		$5K Hold
50
– – ﹤0.01% 255
2021
Q4 		$7K Sell
50
-170
-77% -$20.5K ﹤0.01% 341
2021
Q3 		$24K Hold
220
– – ﹤0.01% 322
2021
Q2 		$24K Buy
+220
New +$24.3K ﹤0.01% 356

Other funds holding SSD

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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Sageworth Trust's SSD Position: Q2 2023 in Review

Sageworth Trust sold out of Simpson Manufacturing (SSD) in Q2 2023, closing a stake of 50 shares — an estimated $5.48K sold.

Sageworth Trust first reported a position in SSD in Q2 2021 and held it in 8 quarters. The position peaked at $24K in Q3 2021. 326 funds tracked by Wall St. Rank hold SSD as of Q2 2023.

  • Sageworth Trust reported no remaining Simpson Manufacturing position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 50 Simpson Manufacturing shares in Q2 2023, an estimated $5.48K.
  • Sageworth Trust first reported a position in Simpson Manufacturing in Q2 2021 and held it in 8 quarters.
  • Sageworth Trust's Simpson Manufacturing position peaked at $24K in Q3 2021.
  • 326 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2023.

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