Sageworth Trust’s Sun Communities SUI Stock Holding History

Sageworth Trust’s Portfolio SUI Stock Details SUI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-11	Closed	-$1K	–	267
2019 Q1	$1K	Buy	11 +3	+38%	+$334	﹤0.01%	256
2018 Q4	$1K	Buy	+8	New	+$815	﹤0.01%	163

Other funds holding SUI

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

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

Sageworth Trust's SUI Position: Q2 2019 in Review

Sageworth Trust sold out of Sun Communities (SUI) in Q2 2019, closing a stake of 11 shares — an estimated $1K sold.

Sageworth Trust first reported a position in SUI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 386 funds tracked by Wall St. Rank hold SUI as of Q2 2019.

Sageworth Trust reported no remaining Sun Communities position as of Q2 2019 after selling out during the quarter.
Sageworth Trust sold 11 Sun Communities shares in Q2 2019, an estimated $1K.
Sageworth Trust first reported a position in Sun Communities in Q4 2018 and held it in 2 quarters.
Sageworth Trust's Sun Communities position peaked at $1K in Q1 2019.
386 funds tracked by Wall St. Rank held Sun Communities as of Q2 2019.

Based on Sageworth Trust's 13F filing for Q2 2019, filed 19 Jul 2019.