Sageworth Trust’s Olympic Steel ZEUS Stock Holding History

Sageworth Trust’s Portfolio ZEUS Stock Details ZEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-9	Closed	–	–	797
2021 Q4	$0	Sell	9 -31	-78%	-$750	﹤0.01%	854
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	844
2021 Q2	$1K	Buy	+40	New	+$1.26K	﹤0.01%	888

Other funds holding ZEUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Sageworth Trust's ZEUS Position: Q1 2022 in Review

Sageworth Trust sold out of Olympic Steel (ZEUS) in Q1 2022, closing a stake of 9 shares.

Sageworth Trust first reported a position in ZEUS in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 124 funds tracked by Wall St. Rank hold ZEUS as of Q1 2022.

Sageworth Trust reported no remaining Olympic Steel position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 9 Olympic Steel shares in Q1 2022.
Sageworth Trust first reported a position in Olympic Steel in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Olympic Steel position peaked at $1K in Q3 2021.
124 funds tracked by Wall St. Rank held Olympic Steel as of Q1 2022.

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