Sageworth Trust CO Purchases and Sells in Q3 2024

Sageworth Trust CO

$1.66 Billion
Q3 2024

Top Buys

Incresed Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	37.7K + 15.21%	$475.2 - $527.7 $17.9M - $19.9M	285K $151M
VXUS	21.4K + 0.63%	$58.03 - $65.37 $1.24M - $1.4M	3.41M $221M
VT	747 + 0.13%	$107.72 - $119.96 $80.5K - $89.6K	585K $70.1M
VYMI	5.13K + 0.75%	$66.31 - $74.08 $340K - $380K	688K $50.5M
DFIC	33.9K + 5.43%	$25.36 - $28.37 $861K - $963K	659K $18.5M
DFEM	19.3K + 4.51%	$25.21 - $28.46 $485K - $548K	446K $12.6M

New Holdings

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPGI	2.6K New	$446.32 - $527.38 $1.16M - $1.37M	2.6K $1.34M
MFC	43K New	$24.13 - $29.63 $1.04M - $1.28M	43K $1.27M
CTAS	4.8K New	$201.38 - $819.83 $967K - $3.94M	4.8K $987K
CVX	4.07K New	$137.88 - $161.97 $562K - $660K	4.07K $599K
MDLZ	7.84K New	$64.35 - $75.71 $505K - $594K	7.84K $577K
OKE	6.24K New	$78.62 - $95.27 $490K - $594K	6.24K $568K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	-43K - 40.58%	$200.87 - $224.6 $8.64M - $9.66M	63K $13.9M
VYM	-25.8K - 57.57%	$117.9 - $128.2 $3.04M - $3.3M	19K $2.43M
NVDA	-18.9K - 71.91%	$98.91 - $134.91 $1.87M - $2.56M	7.4K $898K
ABBV	-12.2K - 34.89%	$163.84 - $199.33 $1.99M - $2.42M	22.7K $4.48M
AAPL	-6.97K - 40.24%	$207.23 - $234.82 $1.45M - $1.64M	10.4K $2.41M
MSFT	-2.26K - 33.81%	$395.15 - $467.56 $895K - $1.06M	4.43K $1.91M

Activity Summary All Purchases 37 New Holdings 19 Increased Positions 18 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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