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Sageworth Trust’s White Mountains Insurance WTM Stock Holding History

Sageworth Trust’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-41
Closed -$42K – 787
2021
Q4 		$42K Sell
41
-137
-77% -$145K ﹤0.01% 117
2021
Q3 		$190K Hold
178
– – 0.02% 85
2021
Q2 		$204K Buy
+178
New +$208K 0.02% 114

Other funds holding WTM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sageworth Trust's WTM Position: Q1 2022 in Review

Sageworth Trust sold out of White Mountains Insurance (WTM) in Q1 2022, closing a stake of 41 shares — an estimated $42K sold.

Sageworth Trust first reported a position in WTM in Q2 2021 and held it in 3 quarters. The position peaked at $204K in Q2 2021. 244 funds tracked by Wall St. Rank hold WTM as of Q1 2022.

  • Sageworth Trust reported no remaining White Mountains Insurance position as of Q1 2022 after selling out during the quarter.
  • Sageworth Trust sold 41 White Mountains Insurance shares in Q1 2022, an estimated $42K.
  • Sageworth Trust first reported a position in White Mountains Insurance in Q2 2021 and held it in 3 quarters.
  • Sageworth Trust's White Mountains Insurance position peaked at $204K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held White Mountains Insurance as of Q1 2022.

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