Sageworth Trust’s Steel Dynamics STLD Stock Holding History

Sageworth Trust’s Portfolio STLD Stock Details STLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-311	Closed	-$35.2K	–	400
2023 Q1	$35.2K	Hold	311	–	–	﹤0.01%	158
2022 Q4	$30K	Hold	311	–	–	﹤0.01%	150
2022 Q3	$22K	Hold	311	–	–	﹤0.01%	161
2022 Q2	$21K	Hold	311	–	–	﹤0.01%	193
2022 Q1	$26K	Hold	311	–	–	﹤0.01%	130
2021 Q4	$19K	Sell	311 -1,039	-77%	-$65K	﹤0.01%	190
2021 Q3	$79K	Hold	1,350	–	–	0.01%	136
2021 Q2	$80K	Buy	+1,350	New	+$79.2K	0.01%	172

Other funds holding STLD

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sageworth Trust's STLD Position: Q2 2023 in Review

Sageworth Trust sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 311 shares — an estimated $35.2K sold.

Sageworth Trust first reported a position in STLD in Q2 2021 and held it in 8 quarters. The position peaked at $80K in Q2 2021. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

Sageworth Trust reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 311 Steel Dynamics shares in Q2 2023, an estimated $35.2K.
Sageworth Trust first reported a position in Steel Dynamics in Q2 2021 and held it in 8 quarters.
Sageworth Trust's Steel Dynamics position peaked at $80K in Q2 2021.
704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

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