ST
XL

Sageworth Trust’s XL Group Ltd. XL Stock Holding History

Sageworth Trust’s Portfolio XL Stock Details XL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-7
Closed – – 214
2017
Q4 		$0 Buy
+7
New +$272 ﹤0.01% 162

Other funds holding XL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Sageworth Trust's XL Position: Q1 2018 in Review

Sageworth Trust sold out of XL Group Ltd. (XL) in Q1 2018, closing a stake of 7 shares.

Sageworth Trust first reported a position in XL in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 422 funds tracked by Wall St. Rank hold XL as of Q1 2018.

  • Sageworth Trust reported no remaining XL Group Ltd. position as of Q1 2018 after selling out during the quarter.
  • Sageworth Trust sold 7 XL Group Ltd. shares in Q1 2018.
  • Sageworth Trust first reported a position in XL Group Ltd. in Q4 2017 and held it in 1 quarter.
  • Sageworth Trust's XL Group Ltd. position peaked at $0 in Q4 2017.
  • 422 funds tracked by Wall St. Rank held XL Group Ltd. as of Q1 2018.

Based on Sageworth Trust's 13F filing for Q1 2018, filed 3 May 2018.