SAGEWORTH TRUST COMPANY OF SOUTH DAKOTA

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

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06/30/2021

Top Buys

  • Name% Change

06/30/2021

13F Activity

  • Market Value $14.958 Million
  • Prior Market Value $14.576 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:2.00 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:2.00 quarters

[1]: 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.

[2]: 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.

06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 6.67%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Aperio Group, LLC
APPLETON PARTNERS INC/MA
BMO NESBITT BURNS INC.
CAPITAL GUARDIAN TRUST CO
Fiera Capital Inc.
Hamlin Capital Management, LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC

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Insider Transactions in the past year

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