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Sageworth Trust’s Walker & Dunlop WD Stock Holding History

Sageworth Trust’s Portfolio WD Stock Details WD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-34
Closed -$3K – 597
2022
Q4 		$3K Hold
34
– – ﹤0.01% 323
2022
Q3 		$3K Hold
34
– – ﹤0.01% 297
2022
Q2 		$3K Hold
34
– – ﹤0.01% 332
2022
Q1 		$4K Hold
34
– – ﹤0.01% 282
2021
Q4 		$5K Sell
34
-116
-77% -$16.2K ﹤0.01% 413
2021
Q3 		$17K Hold
150
– – ﹤0.01% 408
2021
Q2 		$16K Buy
+150
New +$15.7K ﹤0.01% 463

Other funds holding WD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sageworth Trust's WD Position: Q1 2023 in Review

Sageworth Trust sold out of Walker & Dunlop (WD) in Q1 2023, closing a stake of 34 shares — an estimated $3K sold.

Sageworth Trust first reported a position in WD in Q2 2021 and held it in 7 quarters. The position peaked at $17K in Q3 2021. 242 funds tracked by Wall St. Rank hold WD as of Q1 2023.

  • Sageworth Trust reported no remaining Walker & Dunlop position as of Q1 2023 after selling out during the quarter.
  • Sageworth Trust sold 34 Walker & Dunlop shares in Q1 2023, an estimated $3K.
  • Sageworth Trust first reported a position in Walker & Dunlop in Q2 2021 and held it in 7 quarters.
  • Sageworth Trust's Walker & Dunlop position peaked at $17K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held Walker & Dunlop as of Q1 2023.

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