Ameriprise
YORW icon

Ameriprise’s York Water YORW Stock Holding History

Ameriprise’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$278K Buy
9,127
+64
+0.7% +$2.07K ﹤0.01% 3779
2025
Q4 		$289K Buy
9,063
+583
+7% +$18.7K ﹤0.01% 3814
2025
Q3 		$258K Sell
8,480
-92
-1% -$2.85K ﹤0.01% 3838
2025
Q2 		$271K Buy
8,572
+327
+4% +$10.9K ﹤0.01% 3732
2025
Q1 		$286K Buy
+8,245
New +$268K ﹤0.01% 3691
2014
Q4 		– Sell
-1,400
Closed -$28K – 4460
2014
Q3 		$28K Buy
1,400
+310
+28% +$6.15K ﹤0.01% 4302
2014
Q2 		$23K Hold
1,090
– – ﹤0.01% 4275
2014
Q1 		$22K Buy
1,090
+10
+0.9% +$204 ﹤0.01% 4165
2013
Q4 		$23K Sell
1,080
-1,306
-55% -$27.2K ﹤0.01% 4003
2013
Q3 		$48K Buy
2,386
+170
+8% +$3.48K ﹤0.01% 3840
2013
Q2 		$42K Buy
+2,216
New +$41.6K ﹤0.01% 3814

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM