• SIOUX FALLS, SD • Trust How do I update this listing?
Sageworth Trust Company OF South Dakota is based out of Sioux Falls. Their last reported 13F filing for Q2 2021 included $14,958,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Sageworth Trust Company OF South Dakota's largest holding is iShares MSCI ACWI Index Fund with shares held of 61,734. Whalewisdom has at least 3 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16
|Performance for Q2 2021:||6.67%|
|Performance Last 4 Quarters:||0.0%|
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