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Sageworth Trust’s Verisk Analytics VRSK Stock Holding History

Sageworth Trust’s Portfolio VRSK Stock Details VRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$1K – 595
2022
Q4 		$1K Buy
+4
New +$703 ﹤0.01% 444
2018
Q1 		– Sell
-17
Closed -$2K – 188
2017
Q4 		$2K Buy
+17
New +$1.54K ﹤0.01% 96

Other funds holding VRSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Sageworth Trust's VRSK Position: Q1 2023 in Review

Sageworth Trust sold out of Verisk Analytics (VRSK) in Q1 2023, closing a stake of 4 shares — an estimated $1K sold.

Sageworth Trust first reported a position in VRSK in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q4 2017. 797 funds tracked by Wall St. Rank hold VRSK as of Q1 2023.

  • Sageworth Trust reported no remaining Verisk Analytics position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 4 Verisk Analytics shares in Q1 2023, an estimated $1K.
  • Sageworth Trust first reported a position in Verisk Analytics in Q4 2017 and held it in 2 quarters.
  • Sageworth Trust's Verisk Analytics position peaked at $2K in Q4 2017.
  • 797 funds tracked by Wall St. Rank held Verisk Analytics as of Q1 2023.

Based on Sageworth Trust's 13F filing for Q1 2023, filed 8 May 2023.