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Acrisure Capital Management’s Essential Utilities WTRG Stock Holding History

Acrisure Capital Management’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
2023
Q2 		– Sell
-11,790
Closed -$515K – 239
2023
Q1 		$515K Buy
+11,790
New +$532K 0.52% 47

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Canada Pension Plan Investment Board
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State Street
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Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Acrisure Capital Management's WTRG Position: Q2 2023 in Review

Acrisure Capital Management sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 11,790 shares — an estimated $515K sold.

Acrisure Capital Management first reported a position in WTRG in Q1 2023 and held it in 1 quarter. The position peaked at $515K in Q1 2023. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Acrisure Capital Management reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 11,790 Essential Utilities shares in Q2 2023, an estimated $515K.
  • Acrisure Capital Management first reported a position in Essential Utilities in Q1 2023 and held it in 1 quarter.
  • Acrisure Capital Management's Essential Utilities position peaked at $515K in Q1 2023.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.