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	–	304
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

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Artemis Investment Management's WTRG Position: Q4 2020 in Review

Artemis Investment Management sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 236,999 shares — an estimated $9.53M sold.

Artemis Investment Management first reported a position in WTRG in Q2 2019 and held it in 5 quarters. The position peaked at $24.9M in Q3 2019. 598 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

Artemis Investment Management reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
Artemis Investment Management sold 236,999 Essential Utilities shares in Q4 2020, an estimated $9.53M.
Artemis Investment Management first reported a position in Essential Utilities in Q2 2019 and held it in 5 quarters.
Artemis Investment Management's Essential Utilities position peaked at $24.9M in Q3 2019.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Artemis Investment Management's 13F filing for Q4 2020, filed 26 Jan 2021.