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Baldrige Asset Management’s Essential Utilities WTRG Stock Holding History

Baldrige Asset 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
Q1 		$8K Sell
182
-178
-49% -$8.03K ﹤0.01% 273
2022
Q4 		$17K Buy
+360
New +$16.3K 0.01% 222

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baldrige Asset Management's WTRG Position: Q1 2023 in Review

Baldrige Asset Management reduced its Essential Utilities (WTRG) stake by 49% in Q1 2023, selling an estimated $8.03K and leaving 182 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Baldrige Asset Management first reported a position in WTRG in Q4 2022 and has held it in 2 quarters since. The position peaked at $17K in Q4 2022. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Baldrige Asset Management held 182 shares of Essential Utilities worth $8K as of Q1 2023.
  • Baldrige Asset Management sold 178 Essential Utilities shares in Q1 2023, an estimated $8.03K.
  • Essential Utilities made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #273 holding.
  • Baldrige Asset Management first reported a position in Essential Utilities in Q4 2022 and has held it in 2 quarters since.
  • Baldrige Asset Management's Essential Utilities position peaked at $17K in Q4 2022.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.