Sageworth Trust’s US Steel X Stock Holding History

Sageworth Trust’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-206	Closed	-$5.38K	–	451
2023 Q1	$5.38K	Hold	206	–	–	﹤0.01%	366
2022 Q4	$5K	Hold	206	–	–	﹤0.01%	262
2022 Q3	$4K	Hold	206	–	–	﹤0.01%	279
2022 Q2	$4K	Hold	206	–	–	﹤0.01%	308
2022 Q1	$8K	Hold	206	–	–	﹤0.01%	208
2021 Q4	$5K	Sell	206 -689	-77%	-$16.2K	﹤0.01%	414
2021 Q3	$20K	Hold	895	–	–	﹤0.01%	372
2021 Q2	$21K	Buy	+895	New	+$22K	﹤0.01%	390

Other funds holding X

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sageworth Trust's X Position: Q2 2023 in Review

Sageworth Trust sold out of US Steel (X) in Q2 2023, closing a stake of 206 shares — an estimated $5.38K sold.

Sageworth Trust first reported a position in X in Q2 2021 and held it in 8 quarters. The position peaked at $21K in Q2 2021. 423 funds tracked by Wall St. Rank hold X as of Q2 2023.

Sageworth Trust reported no remaining US Steel position as of Q2 2023 after selling out during the quarter.
Sageworth Trust sold 206 US Steel shares in Q2 2023, an estimated $5.38K.
Sageworth Trust first reported a position in US Steel in Q2 2021 and held it in 8 quarters.
Sageworth Trust's US Steel position peaked at $21K in Q2 2021.
423 funds tracked by Wall St. Rank held US Steel as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.