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Sageworth Trust’s Tootsie Roll Industries TR Stock Holding History

Sageworth Trust’s Portfolio TR Stock Details TR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-22
Closed -$1K – 742
2021
Q4 		$1K Sell
22
-75
-77% -$2.17K ﹤0.01% 769
2021
Q3 		$3K Hold
97
– – ﹤0.01% 778
2021
Q2 		$3K Buy
+97
New +$2.73K ﹤0.01% 819

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HWM
HFR Wealth Management Niskayuna, New York $407M AUM 7.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sageworth Trust's TR Position: Q1 2022 in Review

Sageworth Trust sold out of Tootsie Roll Industries (TR) in Q1 2022, closing a stake of 22 shares — an estimated $1K sold.

Sageworth Trust first reported a position in TR in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 166 funds tracked by Wall St. Rank hold TR as of Q1 2022.

  • Sageworth Trust reported no remaining Tootsie Roll Industries position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 22 Tootsie Roll Industries shares in Q1 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Tootsie Roll Industries in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's Tootsie Roll Industries position peaked at $3K in Q3 2021.
  • 166 funds tracked by Wall St. Rank held Tootsie Roll Industries as of Q1 2022.

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