AIM
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Artemis Investment Management’s Essential Utilities WTRG Stock Holding History

Artemis Investment 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
2020
Q4 		– Sell
-236,999
Closed -$9.53M – 305
2020
Q3 		$9.53M Buy
236,999
+3,141
+1% +$135K 0.12% 181
2020
Q2 		$9.9M Buy
+233,858
New +$9.88M 0.13% 166
2020
Q1 		– Sell
-444,683
Closed -$20.4M – 266
2019
Q4 		$20.4M Sell
444,683
-125,138
-22% -$5.64M 0.26% 114
2019
Q3 		$24.9M Buy
569,821
+134,837
+31% +$5.79M 0.34% 97
2019
Q2 		$17.5M Buy
+434,984
New +$16.9M 0.21% 142

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