Sageworth Trust Co 13F annual report (2024) | wallmine

$1.59 trillion Assets Under Management (AUM) As of 9th July 2024, Sageworth Trust Co’s top holding is 1,268,995 shares of Vanguard Total Stock Market Et currently worth over $339 …


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Sageworth Trust Co 13F Annual Report (2024) | Wallmine

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$1.59 trillion Assets Under Management (AUM) As of 9th July 2024, Sageworth Trust Co’s top holding is 1,268,995 shares of Vanguard Total Stock Market Et currently worth over $339 …

wallmine.com

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Sageworth Trust Co 13F Annual Report (2024) | Wallmine

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Sageworth Trust Co 13F annual report Sageworth Trust Co is an investment fund managing more than $1.55 trillion ran by David Kruft. There are currently 56 companies in Mr. Kruft’s portfolio. …

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Sageworth Trust Co 13F Annual Report (2024) | Wallmine

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Sageworth Trust Co 13F annual report Sageworth Trust Co is an investment fund managing more than $1.47 trillion ran by David Kruft. There are currently 53 companies in Mr. Kruft’s portfolio. …

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Sageworth Trust Co Of South Dakota 13F Annual Report (2024

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$68.1 billion Assets Under Management (AUM) As of 9th July 2024, Sageworth Trust Co Of South Dakota’s top holding is 57,610 shares of Vanguard Total Stock Market Et currently worth over …

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SAGEWORTH TRUST COMPANY Top 13F Holdings

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Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $1,677,556,673 in managed 13F securities and a top 10 holdings concentration of 84.55%. Sageworth Trust Company's …

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Sageworth Trust Co Of South Dakota 13F Annual Report (2024)

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Sageworth Trust Co Of South Dakota 13F annual report Sageworth Trust Co Of South Dakota is an investment fund managing more than $64.7 billion ran by David Kruft. There are currently …

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Sageworth Trust Co 13F Annual Report (2023) – Wallmine.com

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$1.35 trillion Assets Under Management (AUM) As of 1st May 2023, Sageworth Trust Co’s top holding is 1,636,586 shares of Vanguard Index Fds currently worth over $344 billion and

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SAGEWORTH TRUST COMPANY OF SOUTH DAKOTA

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Sep 30, 2024  · SEC Filings include 13F quarterly reports, 13D/G events and more. ... Their last reported 13F filing for Q3 2024 included $78,105,438 in managed 13F securities and a top 10 …

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Sageworth Trust Co Q3 2024 13F Top Portfolio Holdings

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Jul 16, 2024  · Sageworth Trust Co reported 107 holdings with total value $1.68 B as of Q3 2024. Top holdings included VTI, VXUS, ACWI, SPY, and VOO. Sageworth Trust Co Q3 2024 13F …

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Foresite Capital Management Ii 13F Annual Report (2024) - Wallmine

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Foresite Capital Management Ii 13F annual report Foresite Capital Management Ii is an investment fund managing more than $39.6 billion ran by James Tananbaum. There is …

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Sageworth Trust Co Of South Dakota 13F Annual Report (2024)

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Sageworth Trust Co Of South Dakota 13F annual report Sageworth Trust Co Of South Dakota is an investment fund managing more than $68.1 billion ran by David Kruft. There are currently …

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Sageworth Trust Co Of South Dakota 13F Annual Report

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Sageworth Trust Co Of South Dakota 13F annual report Sageworth Trust Co Of South Dakota is an investment fund managing more than $64.7 billion ran by David Kruft. There are currently …

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Sofinnova Investments 13F Annual Report (2024) | Wallmine

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As of 8th August 2024, Sofinnova Investments’s top holding is 1,550,280 shares of Natera Inc currently worth over $168 billion and making up 10.6% of the portfolio value. Relative to the …

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Whittier Trust Co 13F Annual Report (2024) | Wallmine CA

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$6.86 trillion Assets Under Management (AUM) As of 25th April 2024, Whittier Trust Co’s top holding is 849,265 shares of Microsoft Corp Com currently worth over $357 billion and making …

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Empire Life Investments 13F Annual Report (2024) | Wallmine

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As of 24th July 2024, Empire Life Investments’s top holding is 271,010 shares of Microsoft currently worth over $121 billion and making up 7.6% of the portfolio value. Relative to the …

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Bridgeworth 13F Annual Report (2024) | Wallmine

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Bridgeworth 13F annual report Bridgeworth is an investment fund managing more than $431 million ran by Tomonica Stoudemire. There are currently 88 companies in Stoudemire’s …

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Providence Equity Partners L.L.C 13F Annual Report (2024) - Wallmine

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$1.56 trillion Assets Under Management (AUM) As of 8th May 2024, Providence Equity Partners L.L.C’s top holding is 26,290,908 shares of DoubleVerify currently worth over $924 billion and …

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Sageworth Trust Co Of South Dakota 13F Annual Report (2024)

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Sageworth Trust Co Of South Dakota is an investment fund managing more than $68.1 billion ran by David Kruft. There are currently 43 companies in Mr. Kruft’s portfolio. The largest …

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Connective Capital Management 13F Annual Report (2024) | Wallmine

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As of 9th May 2024, Connective Capital Management’s top holding is 23,237 shares of Intuitive Surgical Inc currently worth over $9.27 billion and making up 14.6% of the portfolio value. …

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FAQs about Sageworth Trust Co 13F annual report (2024) | wallmine Coupon?

Who owns Sageworth Trust Co?

Sageworth Trust Co is an investment fund managing more than $1.47 trillion ran by David Kruft. There are currently 53 companies in Mr. Kruft’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Star Fds, together worth $630 billion. ...

What is Sageworth Trust Co's top holding?

As of 16th January 2024, Sageworth Trust Co’s top holding is 1,759,278 shares of Vanguard Index Fds currently worth over $436 billion and making up 29.8% of the portfolio value. In addition, the fund holds 3,339,072 shares of Vanguard Star Fds worth $194 billion . ...

How much is Sageworth Trust Co's portfolio worth?

Currently, Sageworth Trust Co's portfolio is worth at least $1.47 trillion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. The Sageworth Trust Co office and employees reside in Lancaster, Pennsylvania. ...

Is Sageworth Trust Co a diversified fund?

Sageworth Trust Co’s portfolio is diversified across 8 sectors. Currently, their heaviest sector is Industrials — making up 0.2% of the total portfolio value. The fund focuses on investments in the United States as 30.2% of the portfolio companies are based in the United States. ...

Does Sageworth Trust Co own Heico?

In the most recent 13F filing, Sageworth Trust Co revealed that it had opened a new position in Heico and bought 3,500 shares worth $499 million . This means they effectively own approximately 0.1% of the company. ...

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