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Bayesian Capital Management’s Essential Utilities WTRG Stock Holding History

Bayesian 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
Q3 		– Sell
-12,800
Closed -$511K – 1044
2023
Q2 		$511K Sell
12,800
-1,400
-10% -$58.7K 0.05% 400
2023
Q1 		$620K Buy
+14,200
New +$641K 0.08% 335
2022
Q2 		– Sell
-6,000
Closed -$307K – 1118
2022
Q1 		$307K Buy
+6,000
New +$290K 0.05% 512
2020
Q4 		– Sell
-7,501
Closed -$302K – 686
2020
Q3 		$302K Buy
+7,501
New +$322K 0.07% 342

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

Bayesian Capital Management's WTRG Position: Q3 2023 in Review

Bayesian Capital Management sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 12,800 shares — an estimated $511K sold.

Bayesian Capital Management first reported a position in WTRG in Q3 2020 and held it in 4 quarters. The position peaked at $620K in Q1 2023. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Bayesian Capital Management reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Bayesian Capital Management sold 12,800 Essential Utilities shares in Q3 2023, an estimated $511K.
  • Bayesian Capital Management first reported a position in Essential Utilities in Q3 2020 and held it in 4 quarters.
  • Bayesian Capital Management's Essential Utilities position peaked at $620K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Bayesian Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.