Sageworth Trust’s Essential Utilities WTRG Stock Holding History

Sageworth Trust’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-147	Closed	-$8K	–	788
2021 Q4	$8K	Sell	147 -493	-77%	-$23.9K	﹤0.01%	315
2021 Q3	$29K	Hold	640	–	–	﹤0.01%	287
2021 Q2	$29K	Buy	+640	New	+$30K	﹤0.01%	324
2019 Q4	–	Sell	-4,055	Closed	-$182K	–	208
2019 Q3	$182K	Sell	4,055 -1,391	-26%	-$59.7K	0.02%	57
2019 Q2	$225K	Buy	+5,446	New	+$212K	0.03%	55

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sageworth Trust's WTRG Position: Q1 2022 in Review

Sageworth Trust sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 147 shares — an estimated $8K sold.

Sageworth Trust first reported a position in WTRG in Q2 2019 and held it in 5 quarters. The position peaked at $225K in Q2 2019. 643 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Sageworth Trust reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 147 Essential Utilities shares in Q1 2022, an estimated $8K.
Sageworth Trust first reported a position in Essential Utilities in Q2 2019 and held it in 5 quarters.
Sageworth Trust's Essential Utilities position peaked at $225K in Q2 2019.
643 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

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