Sageworth Trust’s Urban Edge Properties UE Stock Holding History

Sageworth Trust’s Portfolio UE Stock Details UE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-103	Closed	-$2K	–	751
2021 Q4	$2K	Sell	103 -347	-77%	-$6.36K	﹤0.01%	639
2021 Q3	$8K	Hold	450	–	–	﹤0.01%	611
2021 Q2	$9K	Buy	+450	New	+$8.48K	﹤0.01%	625

Other funds holding UE

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

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LIMS

Lasalle Investment Management Securities Baltimore, Maryland $2.53B AUM 2.06% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Sageworth Trust's UE Position: Q1 2022 in Review

Sageworth Trust sold out of Urban Edge Properties (UE) in Q1 2022, closing a stake of 103 shares — an estimated $2K sold.

Sageworth Trust first reported a position in UE in Q2 2021 and held it in 3 quarters. The position peaked at $9K in Q2 2021. 191 funds tracked by Wall St. Rank hold UE as of Q1 2022.

Sageworth Trust reported no remaining Urban Edge Properties position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 103 Urban Edge Properties shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in Urban Edge Properties in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Urban Edge Properties position peaked at $9K in Q2 2021.
191 funds tracked by Wall St. Rank held Urban Edge Properties as of Q1 2022.

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