Sageworth Trust’s SunCoke Energy SXC Stock Holding History

Sageworth Trust’s Portfolio SXC Stock Details SXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-79	Closed	-$1K	–	730
2021 Q4	$1K	Sell	79 -266	-77%	-$1.76K	﹤0.01%	764
2021 Q3	$2K	Hold	345	–	–	﹤0.01%	810
2021 Q2	$2K	Buy	+345	New	+$2.46K	﹤0.01%	853

Other funds holding SXC

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sageworth Trust's SXC Position: Q1 2022 in Review

Sageworth Trust sold out of SunCoke Energy (SXC) in Q1 2022, closing a stake of 79 shares — an estimated $1K sold.

Sageworth Trust first reported a position in SXC in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 194 funds tracked by Wall St. Rank hold SXC as of Q1 2022.

Sageworth Trust reported no remaining SunCoke Energy position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 79 SunCoke Energy shares in Q1 2022, an estimated $1K.
Sageworth Trust first reported a position in SunCoke Energy in Q2 2021 and held it in 3 quarters.
Sageworth Trust's SunCoke Energy position peaked at $2K in Q3 2021.
194 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2022.

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