Sageworth Trust’s World Acceptance Corp WRLD Stock Holding History

Sageworth Trust’s Portfolio WRLD Stock Details WRLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6	Closed	–	–	601
2022 Q4	$0	Hold	6	–	–	﹤0.01%	491
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	355
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	390
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	348
2021 Q4	$1K	Sell	6 -24	-80%	-$5.22K	﹤0.01%	780
2021 Q3	$6K	Hold	30	–	–	﹤0.01%	663
2021 Q2	$5K	Buy	+30	New	+$4.39K	﹤0.01%	741

Other funds holding WRLD

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

TWS

Thomas W. Smith $101M AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sageworth Trust's WRLD Position: Q1 2023 in Review

Sageworth Trust sold out of World Acceptance Corp (WRLD) in Q1 2023, closing a stake of 6 shares.

Sageworth Trust first reported a position in WRLD in Q2 2021 and held it in 7 quarters. The position peaked at $6K in Q3 2021. 113 funds tracked by Wall St. Rank hold WRLD as of Q1 2023.

Sageworth Trust reported no remaining World Acceptance Corp position as of Q1 2023 after selling out during the quarter.
Sageworth Trust sold 6 World Acceptance Corp shares in Q1 2023.
Sageworth Trust first reported a position in World Acceptance Corp in Q2 2021 and held it in 7 quarters.
Sageworth Trust's World Acceptance Corp position peaked at $6K in Q3 2021.
113 funds tracked by Wall St. Rank held World Acceptance Corp as of Q1 2023.

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