6 Meridian’s Essential Utilities WTRG Stock Holding History

6 Meridian’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$232K	Buy	+4,313	New	+$209K	0.02%	317
2020 Q1	–	Sell	-13,277	Closed	-$623K	–	564
2019 Q4	$623K	Buy	13,277 +445	+3%	+$20K	0.05%	223
2019 Q3	$575K	Sell	12,832 -1,350	-10%	-$58K	0.06%	238
2019 Q2	$587K	Buy	14,182 +244	+2%	+$9.49K	0.06%	194
2019 Q1	$508K	Buy	13,938 +629	+5%	+$22.2K	0.05%	275
2018 Q4	$455K	Sell	13,309 -137	-1%	-$4.75K	0.05%	286
2018 Q3	$496K	Buy	13,446 +268	+2%	+$9.91K	0.05%	306
2018 Q2	$464K	Sell	13,178 -326	-2%	-$11.2K	0.05%	301
2018 Q1	$460K	Buy	13,504 +376	+3%	+$13.1K	0.05%	299
2017 Q4	$515K	Buy	+13,128	New	+$479K	0.06%	220

Other funds holding WTRG

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

6 Meridian's WTRG Position: Q4 2021 in Review

6 Meridian opened a new position in Essential Utilities (WTRG) in Q4 2021: 4,313 shares worth $232K. The stake represents 0.02% of the portfolio and ranks #317 among its holdings. This is a return to the name: 6 Meridian previously reported a position in WTRG as recently as Q4 2019.

6 Meridian first reported a position in WTRG in Q4 2017 and has held it in 10 quarters since. The position peaked at $623K in Q4 2019. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

6 Meridian held 4,313 shares of Essential Utilities worth $232K as of Q4 2021.
Essential Utilities was a new 6 Meridian position in Q4 2021.
Essential Utilities made up 0.02% of 6 Meridian's portfolio in Q4 2021, its #317 holding.
6 Meridian first reported a position in Essential Utilities in Q4 2017 and has held it in 10 quarters since.
6 Meridian's Essential Utilities position peaked at $623K in Q4 2019.
646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.